Plan Ledger DOL Form 5500 · updated monthly

Albert Kemperle, Inc.401(k)

ALBERT KEMPERLE, INC. RETIREMENT TRUST · AMITYVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Albert Kemperle, Inc. reported $99,147 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,033 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.

Across the 2 years on file its reported administrative ratio rose from 0.21% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,565th-largest of 5,648 plans among New York employers on file, and the 997th of 4,246 in wholesale trade. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,339,461
Participants with balances372
Active participants472
Employer contributions$959,805
Employee contributions$2,075,780
Employer contribution per active participant$2,033
Average account balance$111,128
Benefits paid to participants$3,156,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.3M · 372 accts · $960K emplr
2023$36.2M · 387 accts · $724K emplr
2022$30.7M · 354 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,388
Investment management$64,759
Total administrative$99,147
The Albert Kemperle, Inc. 401(k) match · 2024
Employer contribution per active participant$2,033
Median for plans this size$2,416
2024$2,033 per active participant
2023$1,477 per active participant
2022$1,020 per active participant

Albert Kemperle, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$64,759
ADP, INC. · Loan processing · Recordkeeping$34,388

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, UBS

This plan has changed recordkeepers within these filings. If you left Albert Kemperle, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$99,147 · 0.26%
2023$73,488 · 0.22%
2022$69,462 · 0.21%
Same employer
Similar plansWholesale Trade · New York
Motors & Armatures, Inc. NY$42.7M · 0.38%
Harry's, Inc. NY$42.4M · 0.32%
Golden Touch Imports, Inc. NY$42.3M · 0.29%
Palmer Fish Company, Inc. NY$40.9M · 0.44%
Bamberger Polymers, Inc. NY$39.5M · 0.16%
Alfred Dunner, Inc. NY$38.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112293976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.