Plan Ledger DOL Form 5500 · updated monthly

K2SHARE, LLC401(k)

K2SHARE, LLC 401(K) PLAN · COLLEGE STATION, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

K2SHARE, LLC reported $1,225 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,518 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 rose from 0.009% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,495th-largest of 5,688 plans among Texas employers on file, and 1,248th of 2,199 in information & media. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,392,999
Participants with balances134
Active participants130
Employer contributions$457,357
Employee contributions$1,120,154
Employer contribution per active participant$3,518
Average account balance$107,410
Benefits paid to participants$2,568,819
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.4M · 134 accts · $457K emplr
2023$13.0M · 126 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$500
Investment management$725
Total administrative$1,225
The K2SHARE, LLC 401(k) match · 2024
Employer contribution per active participant$3,518
Median for plans this size$2,416
2024$3,518 per active participant
2023$4,117 per active participant

K2SHARE, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$500

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

Administrative cost history2
2024$1,225 · 0.01%
2023$952 · 0.01%
Similar plansInformation & Media · Texas
Bumble Trading Inc. TX$15.3M · 0.07%
Conetrix, LLC TX$15.3M · 0.44%
Riseit Solutions, Inc. TX$15.0M · 0.12%
Kofile, Inc. TX$14.3M · 0.67%
Chartbeat Inc. TX$14.0M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742968368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.