Plan Ledger DOL Form 5500 · updated monthly

K-Kel, Inc.401(k)

K-KEL, INC. 401(K) PLAN · NORCO, CA · plan year 2022

Reported admin expense ratio · 2022
2.87%

K-Kel, Inc. reported $19,307 in plan administrative expenses for 2022: 2.87% of average plan assets, higher than ~75% of peers. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (9,030th of 9,483), and 1,260th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$596,517
Participants with balances28
Active participants113
Employer contributions—
Employee contributions$59,122
Employer contribution per active participant—
Average account balance$21,304
Benefits paid to participants$62,387
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,368
Investment management$4,689
Professional / advisory$7,250
Total administrative$19,307
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$19,307 · 2.87%
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Source: U.S. Department of Labor, Form 5500 series, EIN 880353160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.