Plan Ledger DOL Form 5500 · updated monthly

Cash-Wa Distributing Company of Kearney, Inc.401(k)

CASH-WA DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN · KEARNEY, NE · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Cash-Wa Distributing Company of Kearney, Inc. reported $125,354 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,466 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 1 year on file its reported administrative ratio fell from 0.35% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 149th-largest of 565 plans among Nebraska employers on file, and the 987th of 4,246 in wholesale trade. In 2023, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,859,521
Participants with balances456
Active participants821
Employer contributions$1,203,981
Employee contributions$2,344,650
Employer contribution per active participant$1,466
Average account balance$91,797
Benefits paid to participants$2,162,846
Plan auditUnmodified (clean) audit opinion
AuditorODONNELL FICENEC WILLS & FERDIG LLC
Plan history2
Yearassets · accounts · employer contribution
2023$41.9M · 456 accts · $1.2M emplr
2022$33.2M · 410 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$60,427
Investment management$64,927
Total administrative$125,354
The Cash-Wa Distributing Company of Kearney, Inc. 401(k) match · 2023
Employer contribution per active participant$1,466
Median for plans this size$2,440
2023$1,466 per active participant
2022$1,518 per active participant

Cash-Wa Distributing Company of Kearney, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORGAN STANLEY GLOBAL · Investment advisory (plan)$64,935
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$60,427
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history2
2023$125,354 · 0.33%
2022$112,970 · 0.35%
Same employer
Similar plansWholesale Trade · Nebraska
Nmc Group, Inc. NE$79.3M · 0.35%
Amcon Distributing Company NE$75.8M · 0.21%
Nebraska Book Company, Inc. NE$42.3M · 0.07%
Data Systems, Inc. NE$40.2M · 0.46%
Kbc, Inc. NE$33.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470499172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.