Plan Ledger DOL Form 5500 · updated monthly

K & R Investments Group, LLC401(k)

YOUR EMPLOYMENT SOLUTIONS RETIREMENT SAVINGS PLAN · NORTH SALT LAKE, UT · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

K & R Investments Group, LLC reported $6,536 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $388 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (756th of 848), and 1,953rd of 2,534 in administrative & support services. In 2022, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,942,889
Participants with balances30
Active participants161
Employer contributions$62,424
Employee contributions$116,757
Employer contribution per active participant$388
Average account balance$64,763
Benefits paid to participants$214,084
Plan auditUnmodified (clean) audit opinion
AuditorADAMS & PETERSEN, CPAS LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30
Investment management$6,506
Total administrative$6,536
The K & R Investments Group, LLC 401(k) match · 2022
Employer contribution per active participant$388
Median for plans this size$1,114

K & R Investments Group, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,536 · 0.31%
Similar plansAdministrative & Support Services · Utah
Fox Marketing, Inc. UT$2.1M · 0.39%
Hawx Services LLC UT$2.1M · 2.10%
Plusone Company UT$2.0M · 1.07%
E Entities, LLC UT$1.1M · 2.06%
Eagle Environmental, Inc. UT$384K · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870639431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.