Plan Ledger DOL Form 5500 · updated monthly

K.G. Stevens, Inc.401(k)

K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

K.G. Stevens, Inc. reported $2,747 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,228 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 manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,716th of 1,936), and 11,811th of 13,661 in manufacturing. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,858,131
Participants with balances154
Active participants133
Employer contributions$296,346
Employee contributions$536,867
Employer contribution per active participant$2,228
Average account balance$25,053
Benefits paid to participants$103,513
Plan auditUnmodified (clean) audit opinion
AuditorDEMARCO SCIACCOTTA WILKENS&DUNLEAVY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,747
Total administrative$2,747
The K.G. Stevens, Inc. 401(k) match · 2022
Employer contribution per active participant$2,228
Median for plans this size$1,114

K.G. Stevens, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$2,747 · 0.07%
Similar plansManufacturing · Wisconsin
Gilman Cheese Corporation WI$4.1M · 0.05%
Warren Industries, Inc. WI$4.0M · 0.02%
Lanair Products, LLC WI$4.0M · 0.30%
Hankscraft Inc. WI$3.9M · 0.52%
Feradyne Outdoors LLC WI$3.9M · 1.30%
Multistack Bac, LLC WI$3.8M · 0.17%
A.J. Manufacturing, Inc. WI$3.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391882924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.