Plan Ledger DOL Form 5500 · updated monthly

Kalmar USA Holding, Inc401(k)

KALMAR USA HOLDING, INC. 401(K) PLAN · OTTAWA, KS · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Kalmar USA Holding, Inc reported $49,341 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,244 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 135th-largest of 828 plans among Kansas employers on file, and the 3,142nd of 13,661 in manufacturing. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,199,656
Participants with balances298
Active participants317
Employer contributions$1,028,246
Employee contributions$1,569,402
Employer contribution per active participant$3,244
Average account balance$168,455
Benefits paid to participants$1,410,125
Plan auditUnmodified (clean) audit opinion
AuditorBT&CO., P.A.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,341
Investment management$22,000
Total administrative$49,341
The Kalmar USA Holding, Inc 401(k) match · 2024
Employer contribution per active participant$3,244
Median for plans this size$3,635

Kalmar USA Holding, 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 · 20242
COMMONWEALTH EQUITY SERVICES LLC DB · Investment advisory (plan)$22,000

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

Administrative cost history1
2024$49,341 · 0.10%
Same employer
Similar plansManufacturing · Kansas
Gill Studios, Inc. KS$55.9M · 0.17%
Alphia, Inc. KS$55.5M · 0.31%
American Implement, Inc. KS$53.8M · 0.37%
Landoll Company, LLC KS$51.5M · 0.04%
Cst Industries, Inc. KS$48.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933129004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.