Plan Ledger DOL Form 5500 · updated monthly

Kalle USA, LLC401(k)

KALLE USA, LLC 401(K) PLAN · GURNEE, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Kalle USA, LLC reported $7,541 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,901 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 0.03% to 0.05%. 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 among the smaller plans on file in Illinois (1,971st of 3,702), and 6,986th of 13,661 in manufacturing. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,370,585
Participants with balances233
Active participants272
Employer contributions$517,114
Employee contributions$1,036,683
Employer contribution per active participant$1,901
Average account balance$65,968
Benefits paid to participants$2,031,528
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 233 accts · $517K emplr
2023$14.2M · 242 accts · $464K emplr
2022$11.4M · 238 accts · $412K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,391
Investment management$150
Total administrative$7,541
The Kalle USA, LLC 401(k) match · 2024
Employer contribution per active participant$1,901
Median for plans this size$2,416
2024$1,901 per active participant
2023$1,634 per active participant
2022$1,424 per active participant

Kalle USA, LLC'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$7,540
CHARLES SCHWAB INVESTMENT MGMT INC. · Securities brokerage$9
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,541 · 0.05%
2023$5,955 · 0.05%
2022$4,114 · 0.03%
Same employer
Similar plansManufacturing · Illinois
Moss Holding Company IL$15.7M · 0.51%
Acw Flex Pack, LLC IL$15.5M · 0.31%
Home Run Inn, Inc. IL$15.3M · 0.59%
Mervis Industries, Inc. IL$15.2M · 0.53%
Harger, Inc. IL$15.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223585009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.