Plan Ledger DOL Form 5500 · updated monthly

Kasco, LLC401(k)

KASCO CAPRICORN 401(K) PLAN · ROYAL OAK, MI · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Kasco, LLC reported $69,949 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $5,101 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 fell from 0.53% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,030th-largest of 2,619 plans among Michigan employers on file, and the 2,007th of 5,337 in construction. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,145,682
Participants with balances145
Active participants133
Employer contributions$678,453
Employee contributions$1,034,264
Employer contribution per active participant$5,101
Average account balance$138,936
Benefits paid to participants$4,131,526
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 145 accts · $678K emplr
2023$20.1M · 142 accts · $655K emplr
2022$16.3M · 136 accts · $671K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,892
Investment management$17,057
Total administrative$69,949
The Kasco, LLC 401(k) match · 2024
Employer contribution per active participant$5,101
Median for plans this size$2,416
2024$5,101 per active participant
2023$4,851 per active participant
2022$5,412 per active participant

Kasco, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$37,181
EMPOWER ADVISORY GROUP LLC · Investment management$18,895
MBC RETIREMENT SERVICES, INC. · Contract administrator$3,420

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

Administrative cost history3
2024$69,949 · 0.35%
2023$97,397 · 0.53%
2022$86,794 · 0.53%
Same employer
Similar plansConstruction · Michigan
Ev Construction Co MI$20.8M · 0.53%
E.T. Mackenzie Company MI$20.8M · 0.41%
Pioneer Incorporated MI$20.5M · 0.31%
Wieland Corporation MI$19.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382864831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.