Plan Ledger DOL Form 5500 · updated monthly

E.E. Newcomer Enterprises, Inc.401(k)

E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST · OLATHE, KS · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

E.E. Newcomer Enterprises, Inc. reported $324,743 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $1,076 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 0.24% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 44th-largest of 828 plans among Kansas employers on file, and the 388th of 5,337 in construction. In 2024, employees put in $5.29 for every $1.00 the employer contributed; active participation has grown from 2,862 to 3,441 since 2022.

Plan summary
Net assets, end of year$173,970,179
Participants with balances3,934
Active participants3,441
Employer contributions$3,703,923
Employee contributions$19,582,387
Employer contribution per active participant$1,076
Average account balance$44,222
Benefits paid to participants$18,932,577
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$174.0M · 3,934 accts · $3.7M emplr
2023$146.3M · 3,643 accts · $3.3M emplr
2022$114.7M · 3,223 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$244,743
Investment management$80,000
Total administrative$324,743
The E.E. Newcomer Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,076
Median for plans this size$3,635
2024$1,076 per active participant
2023$1,037 per active participant
2022$995 per active participant

E.E. Newcomer Enterprises, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$244,743
CREATIVE PLANNING LLC · Investment advisory (plan)$80,000

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$324,743 · 0.20%
2023$296,343 · 0.23%
2022$294,129 · 0.24%
Same employer
Similar plansConstruction · Kansas
Mmc Corp KS$261.8M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431190931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.