Plan Ledger DOL Form 5500 · updated monthly

K.L. Breeden & Sons, LLC401(k)

K.L. BREEDEN & SONS, LLC 401(K) PLAN · TERRELL, TX · plan year 2022

Reported admin expense ratio · 2022
1.33%

K.L. Breeden & Sons, LLC reported $25,157 in plan administrative expenses for 2022: 1.33% of average plan assets, higher than ~90% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (5,009th of 5,688), and 2,163rd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,737,508
Participants with balances73
Active participants507
Employer contributions—
Employee contributions$261,139
Employer contribution per active participant—
Average account balance$23,801
Benefits paid to participants$196,538
Plan auditUnmodified (clean) audit opinion
AuditorCOULTER & JUSTUS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,157
Total administrative$25,157
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$25,157 · 1.33%
Same employer
K.L. Breeden & Sons, LLC's health & benefits plan: carriers, premiums & broker pay
Similar plansTransportation & Warehousing · Texas
Continental Intermodal Group, LP TX$1.9M · 0.90%
Laredo Transit Management, Inc. TX$1.8M · 0.53%
Ace Gathering, Inc. TX$1.8M
Dropoff, Inc. TX$1.8M · 0.45%
Design Transportation Services, Inc TX$1.7M · 0.17%
Raider Express Inc. TX$1.6M · 0.11%
Coal City Cob Company, Inc. TX$1.6M · 0.51%
Ckj Transport of North Texas LLC TX$1.5M · 1.59%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 263828887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.