Plan Ledger DOL Form 5500 · updated monthly

Inland Kenworth (US) Inc. and Inland Lease & Rental Inc.401(k)

INLAND KENWORTH, INC. EMPLOYEES' 401(K) PLAN · MONTEBELLO, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Inland Kenworth (US) Inc. and Inland Lease & Rental Inc. reported $130,760 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,064 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 3 years on file its reported administrative ratio has held roughly steady near 0.29%. 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 the 1,839th-largest of 9,483 plans among California employers on file, and the 677th of 5,215 in retail trade. In 2024, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,667,544
Participants with balances705
Active participants535
Employer contributions$1,104,433
Employee contributions$3,294,618
Employer contribution per active participant$2,064
Average account balance$67,614
Benefits paid to participants$4,823,367
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.7M · 705 accts · $1.1M emplr
2023$42.4M · 692 accts · $1.1M emplr
2022$34.6M · 660 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,996
Investment management$70,764
Total administrative$130,760
The Inland Kenworth (US) Inc. and Inland Lease & Rental Inc. 401(k) match · 2024
Employer contribution per active participant$2,064
Median for plans this size$2,416
2024$2,064 per active participant
2023$2,055 per active participant
2022$2,018 per active participant

Inland Kenworth (US) Inc. and Inland Lease & Rental 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
EMPOWER ADVISORY GROUP, LLC · Investment management$70,764

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$130,760 · 0.29%
2023$108,876 · 0.28%
2022$103,694 · 0.28%
Same employer
Similar plansRetail Trade · California
Brighton Collectibles, LLC CA$49.5M · 0.04%
Future Ford, Inc. CA$48.7M · 0.29%
Prm Corporation CA$47.1M · 0.44%
Tillys CA$46.9M · 0.10%
Hansel Enterprises, Inc. CA$46.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850471900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.