Plan Ledger DOL Form 5500 · updated monthly

Agc of Kentucky401(k)

THE AGC OF KENTUCKY CONSTRUCTION INDUSTRY 401(K) PLAN · FRANKFORT, KY · plan year 2024

Reported admin expense ratio · 2024
1.04%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Agc of Kentucky reported $56,692 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,003 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kentucky (613th of 871), and 1,355th of 2,534 in administrative & support services. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,803,559
Participants with balances146
Active participants213
Employer contributions$213,733
Employee contributions$434,354
Employer contribution per active participant$1,003
Average account balance$39,750
Benefits paid to participants$567,583
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,524
Investment management$10,359
Total administrative$56,692
The Agc of Kentucky 401(k) match · 2024
Employer contribution per active participant$1,003
Median for plans this size$1,313

Agc of Kentucky's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS L · Recordkeeping · Loan processing$17,281
BENEFITS ADMINISTRATORS LLC · Recordkeeping · Loan processing$9,243
ROBERT W BAIRD & CO INC · Investment advisory (plan)$8,176
LEAFHOUSE FINANCIAL ADVISORS · Investment advisory (plan)$2,184

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$56,692 · 1.04%
Similar plansAdministrative & Support Services · Kentucky
Eml, LLC KY$9.2M · 0.99%
Congo, LLC KY$7.3M · 1.28%
Management Registry, Inc KY$6.1M · 1.87%
HR Plus, LLC KY$3.0M · 0.19%
Lss Holdings, LLC KY$2.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610263820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.