Plan Ledger DOL Form 5500 · updated monthly

Kaleca, Inc.401(k)

WHITBY 401(K) PROFIT SHARING PLAN · MESA, WA · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Kaleca, Inc. reported $7,912 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $361 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 0.13% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,505th of 1,714), and 744th of 945 in agriculture, forestry & fishing. In 2023, employees put in $7.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,929,300
Participants with balances25
Active participants113
Employer contributions$40,807
Employee contributions$302,901
Employer contribution per active participant$361
Average account balance$117,172
Benefits paid to participants$4,727
Plan history2
Yearassets · accounts · employer contribution
2023$2.9M · 25 accts · $41K emplr
2022$2.3M · 26 accts · $46K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,912
Total administrative$7,912
The Kaleca, Inc. 401(k) match · 2023
Employer contribution per active participant$361
Median for plans this size$1,308
2023$361 per active participant
2022$388 per active participant

Kaleca, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
LPL FINANCIAL · Investment advisory (participants) · Investment advisory (plan)$6,127
3 38 INVESTMENT FIDUCIARIES INC$1,225
NORTHWEST RETIREMENT PLANS, INC. · Contract administrator$490
NORTHWEST RETIREMENT PLAN CONSULTAN · Contract administrator · Pension consulting$125

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

Administrative cost history2
2023$7,912 · 0.30%
2022$3,086 · 0.13%
Similar plansAgriculture, Forestry & Fishing · Washington
Gilbert Orchards, Inc WA$3.3M · 0.67%
Blue Star Growers, Inc. WA$1.7M · 0.10%
Johnson Foods, Inc. WA$1.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911802128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.