Plan Ledger DOL Form 5500 · updated monthly

Choctaw-Kaul Distribution Co.401(k)

CHOCTAW-KAUL DISTRIBUTION CO. 401(K) PLAN · DETROIT, MI · plan year 2024

Reported admin expense ratio · 2024
0.61%

Choctaw-Kaul Distribution Co. reported $52,658 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (1,563rd of 2,619), and 2,968th of 4,246 in wholesale trade. active participation has grown from 188 to 214 since 2022.

Plan summary
Net assets, end of year$9,645,266
Participants with balances316
Active participants214
Employer contributions—
Employee contributions$728,767
Employer contribution per active participant—
Average account balance$30,523
Benefits paid to participants$148,386
Plan auditUnmodified (clean) audit opinion
AuditorADDISON & ADDISON P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 316 accts
2023$7.7M · 298 accts
2022$6.4M · 270 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,479
Investment management$47,179
Total administrative$52,658
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
LPL FINANCIAL · Recordkeeping · Trustee$40,446
ADP, INC. · Loan processing · Recordkeeping$12,211
ADP BROKER-DEALER · Other servicesindirect comp

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, LPL Financial
2023ADP, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Choctaw-Kaul Distribution Co. 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$52,658 · 0.61%
2023$43,040 · 0.61%
2022$42,847 · 0.62%
Similar plansWholesale Trade · Michigan
Wenke Greenhouses MI$10.3M · 0.24%
Brown-Campbell Company MI$10.0M · 0.12%
Cleary Developments, Inc. MI$9.7M · 0.24%
Peerless Steel Company MI$9.4M · 0.67%
Camelot Venture Group LLC MI$9.0M · 0.03%
Streetcar Orv LLC MI$8.9M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381226655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.