Plan Ledger DOL Form 5500 · updated monthly

Card Kingdom, Inc.401(k)

CARD KINGDOM, INC. 401(K) PLAN · MONROE, WA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Card Kingdom, Inc. reported $82,471 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,271 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 fell from 0.81% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Washington (905th of 1,714), and the 2,080th of 5,215 in retail trade. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 386 to 428 since 2022.

Plan summary
Net assets, end of year$13,433,919
Participants with balances600
Active participants428
Employer contributions$543,837
Employee contributions$1,095,526
Employer contribution per active participant$1,271
Average account balance$22,390
Benefits paid to participants$892,321
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 600 accts · $544K emplr
2023$11.0M · 513 accts · $731K emplr
2022$8.1M · 474 accts · $728K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,834
Investment management$36,487
Total administrative$82,471
The Card Kingdom, Inc. 401(k) match · 2024
Employer contribution per active participant$1,271
Median for plans this size$2,416
2024$1,271 per active participant
2023$2,374 per active participant
2022$1,885 per active participant

Card Kingdom, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
UBS FINANCIAL · Investment advisory (plan)$36,487
PENSION PLAN SPECIALISTS, PC · Accounting / audit · Pension consulting$6,150

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

Administrative cost history3
2024$82,471 · 0.67%
2023$70,119 · 0.73%
2022$64,538 · 0.81%
All plans at this employer2
CARD KINGDOM, INC. 401(K) PLAN401(k)
CARD KINGDOM, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Washington
Bud Clary Chevrolet, Inc. WA$16.0M · 0.90%
Larson Motors, Inc. WA$15.4M · 0.34%
Tal Holdings, LLC WA$13.3M · 0.72%
Uhlmann Holding Company WA$13.2M · 0.55%
Carter Motors, Inc. WA$13.1M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870697704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.