Plan Ledger DOL Form 5500 · updated monthly

Kaiser Associates, Inc.401(k)

KAISER ASSOCIATES, INC. 401(K) SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Kaiser Associates, Inc. reported $38,237 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $5,457 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 3 years on file its reported administrative ratio has held roughly steady near 0.397%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (430th of 618), and 7,828th of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has shrunk from 105 to 46 since 2022.

Plan summary
Net assets, end of year$10,561,454
Participants with balances130
Active participants46
Employer contributions$251,009
Employee contributions$621,224
Employer contribution per active participant$5,457
Average account balance$81,242
Benefits paid to participants$378,652
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS, CARTER & BOYCE, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 130 accts · $251K emplr
2023$8.7M · 133 accts · $136K emplr
2022$10.1M · 193 accts · $412K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,089
Investment management$21,148
Total administrative$38,237
The Kaiser Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$5,457
Median for plans this size$1,313
2024$5,457 per active participant
2023$2,380 per active participant
2022$3,925 per active participant

Kaiser Associates, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$21,148
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,089

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$38,237 · 0.40%
2023$33,718 · 0.36%
2022$43,099 · 0.40%
Similar plansProfessional & Technical Services · District of Columbia
Obsidian Global, LLC DC$11.4M · 0.69%
Elias Law Group LLP DC$11.2M · 0.59%
Apprio, Inc. DC$10.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222428419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.