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 2024

Reported admin expense ratio · 2024
0.16%

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

K.G. Stevens, Inc. reported $9,077 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,411 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 1 year on file its reported administrative ratio fell from 0.45% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,498th of 1,936), and 10,320th of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,709,819
Participants with balances172
Active participants149
Employer contributions$359,239
Employee contributions$671,996
Employer contribution per active participant$2,411
Average account balance$39,011
Benefits paid to participants$872,191
Plan auditUnmodified (clean) audit opinion
AuditorDEMARCO SCIACCOTTA WILKENS&DUNLEAVY
Plan history2
Yearassets · accounts · employer contribution
2024$6.7M · 172 accts · $359K emplr
2023$4.8M · 135 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,077
Total administrative$9,077
The K.G. Stevens, Inc. 401(k) match · 2024
Employer contribution per active participant$2,411
Median for plans this size$1,313
2024$2,411 per active participant
2023$2,645 per active participant

K.G. Stevens, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping$9,078

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$9,077 · 0.16%
2023$19,335 · 0.45%
Same employer
Similar plansManufacturing · Wisconsin
Wendricks Truss, Inc. WI$6.8M · 0.26%
Exodus Global, LLC WI$6.8M · 0.06%
Seda North America Inc. WI$6.4M · 0.34%
Motis Brands, Inc. WI$6.4M · 0.79%
Ksp Group, Inc. WI$6.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920289539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.