Plan Ledger DOL Form 5500 · updated monthly

Kalos Services Inc.401(k)

KALOS SERVICES 401(K) PLAN · CLERMONT, FL · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Kalos Services Inc. reported $10,262 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,568 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 0.13% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,631st of 3,644), and 4,156th of 5,337 in construction. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,277,868
Participants with balances176
Active participants303
Employer contributions$475,028
Employee contributions$807,236
Employer contribution per active participant$1,568
Average account balance$24,306
Benefits paid to participants$451,312
Plan auditUnmodified (clean) audit opinion
AuditorERIN M PERDUE, CPA, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 176 accts · $475K emplr
2022$1.8M · 94 accts · $282K emplr
Administrative expenses, itemized · 2024
Investment management$10,262
Total administrative$10,262
The Kalos Services Inc. 401(k) match · 2024
Employer contribution per active participant$1,568
Median for plans this size$1,313
2024$1,568 per active participant
2022$1,455 per active participant

Kalos Services Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$10,262

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

Administrative cost history2
2024$10,262 · 0.28%
2022$2,048 · 0.13%
Same employer
Similar plansConstruction · Florida
McEnany Roofing, Inc. FL$4.3M · 0.69%
Brw Contracting FL$4.3M · 0.86%
M.E. Construction Inc. FL$4.2M · 0.82%
J.A. Croson, LLC FL$4.1M · 1.27%
Swk Management, Inc. FL$4.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141930878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.