Plan Ledger DOL Form 5500 · updated monthly

Kahn Ventures, Inc.401(k)

KAHN VENTURES, INC. 401(K) PLAN · AUSTELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Kahn Ventures, Inc. reported $292,488 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,380 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 2 years on file its reported administrative ratio rose from 0.20% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 219th-largest of 2,160 plans among Georgia employers on file, and the 312th of 4,246 in wholesale trade. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$146,499,478
Participants with balances2,191
Active participants1,775
Employer contributions$5,999,612
Employee contributions$7,793,455
Employer contribution per active participant$3,380
Average account balance$66,864
Benefits paid to participants$17,061,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$146.5M · 2,191 accts · $6.0M emplr
2023$131.8M · 2,297 accts · $6.3M emplr
2022$109.1M · 2,135 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,035
Investment management$158,703
Audit (IQPA)$16,750
Total administrative$292,488
The Kahn Ventures, Inc. 401(k) match · 2024
Employer contribution per active participant$3,380
Median for plans this size$3,635
2024$3,380 per active participant
2023$3,561 per active participant
2022$3,491 per active participant

Kahn Ventures, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$85,756
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$72,947
SMITH AND HOWARD PC · Accounting / audit$16,750

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

Administrative cost history3
2024$292,488 · 0.21%
2023$220,969 · 0.18%
2022$235,323 · 0.20%
Same employer
Similar plansWholesale Trade · Georgia
U.S. Lumber Group LLC GA$214.0M · 0.26%
Bluelinx Corporation GA$211.5M · 0.10%
Colonial Group, Inc. GA$194.6M · 0.13%
Agilysys, Inc. GA$138.3M · 0.14%
Mingledorff's, Inc. GA$135.7M · 0.12%
United Distributors, Inc. GA$125.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581360668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.