Plan Ledger DOL Form 5500 · updated monthly

Kac VI LLC401(k)

THE MARKET AND MOES 401K PLAN · FREDERIKSTED, VI · plan year 2022

Reported admin expense ratio · 2022
2.86%

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

Kac VI LLC reported $4,065 in plan administrative expenses for 2022: 2.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $113 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in VI (13th of 13), and 5,158th of 5,215 in retail trade. In 2022, employees put in $6.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$142,240
Participants with balances77
Active participants171
Employer contributions$19,281
Employee contributions$128,137
Employer contribution per active participant$113
Average account balance$1,847
Plan auditUnmodified (clean) audit opinion
AuditorSHARON & GONZALEZ CPAS, LLC
The Kac VI LLC 401(k) match · 2022
Employer contribution per active participant$113
Median for plans this size$331

Kac VI LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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$4,065 · 2.86%
Similar plansRetail Trade · VI
Thabet Management Inc OR$155K · 8.26%
Painted Tree Marketplace AR$147K · 0.38%
New Sgc LLC FL$147K · 1.06%
Jokr US Corp CA$138K · 0.22%
FAB4 LLC CA$135K · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660994337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.