Plan Ledger DOL Form 5500 · updated monthly

Kai USA LTD401(k)

KAI USA, LTD. 401(K) PLAN · TUALATIN, OR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Kai USA LTD reported $13,428 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,077 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 fell from 0.10% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 329th-largest of 1,021 plans among Oregon employers on file, and the 5,262nd of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,997,964
Participants with balances190
Active participants277
Employer contributions$575,432
Employee contributions$1,192,540
Employer contribution per active participant$2,077
Average account balance$126,305
Benefits paid to participants$1,491,194
Plan auditUnmodified (clean) audit opinion
AuditorMAGINNIS AND CAREY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 190 accts · $575K emplr
2023$20.6M · 180 accts · $557K emplr
2022$16.2M · 196 accts · $550K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,113
Investment management$7,315
Total administrative$13,428
The Kai USA LTD 401(k) match · 2024
Employer contribution per active participant$2,077
Median for plans this size$2,416
2024$2,077 per active participant
2023$2,380 per active participant
2022$2,107 per active participant

Kai USA LTD's 2024 employer contribution ran below 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,315
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,113

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$13,428 · 0.06%
2023$20,564 · 0.11%
2022$17,647 · 0.10%
Same employer
Similar plansManufacturing · Oregon
Benchmade Knife Co., Inc. OR$26.0M · 0.04%
Nexgen Team, LLC OR$23.8M · 0.31%
Calbag Metals Company OR$23.4M · 0.13%
Powin Energy Operating LLC OR$23.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930687500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.