Plan Ledger DOL Form 5500 · updated monthly

Kalmbach Media Co.401(k)

KALMBACH MEDIA 401K PLAN · WAUKESHA, WI · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Kalmbach Media Co. reported $39,038 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,967 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 0.26% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Wisconsin (1,008th of 1,936), and 1,168th of 2,199 in information & media. In 2022, employees put in $3.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,991,596
Participants with balances134
Active participants124
Employer contributions$243,864
Employee contributions$862,760
Employer contribution per active participant$1,967
Average account balance$119,340
Benefits paid to participants$887,665
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.7M · 77 accts · $209K emplr
2022$16.0M · 134 accts · $244K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,486
Investment management$26,552
Total administrative$39,038
The Kalmbach Media Co. 401(k) match · 2022
Employer contribution per active participant$1,967
Median for plans this size$2,266
2023$4,443 per active participant
2022$1,967 per active participant

Kalmbach Media Co.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$41,673 · 0.30%
2022$39,038 · 0.26%
Same employer
Similar plansInformation & Media · Wisconsin
Convergent Science Inc WI$21.4M · 0.01%
Royle Printing Company WI$18.0M · 0.37%
Whitelight Group Inc. WI$13.9M · 0.44%
Almon, Inc. WI$13.4M · 0.55%
Ennvee Technogroup, Inc. WI$13.1M · 0.39%
Best Version Media, LLC WI$12.9M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390480740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.