Plan Ledger DOL Form 5500 · updated monthly

Kastle Systems International LLC401(k)

KASTLE SYSTEMS INTERNATIONAL LLC RETIREMENT PLAN · FALLS CHURCH, VA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Kastle Systems International LLC reported $159,621 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. 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 0.41% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 495th-largest of 2,266 plans among Virginia employers on file, and the 288th of 2,096 in real estate & leasing. active participation has shrunk from 797 to 703 since 2022.

Plan summary
Net assets, end of year$49,241,876
Participants with balances812
Active participants703
Employer contributions—
Employee contributions$4,555,712
Employer contribution per active participant—
Average account balance$60,643
Benefits paid to participants$3,428,576
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.2M · 812 accts
2023$42.5M · 824 accts
2022$36.4M · 887 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,621
Total administrative$159,621
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$159,621
WELLS FARGO ADVISORS FIN NETWORK · Investment advisory (plan)indirect comp

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$159,621 · 0.35%
2023$150,644 · 0.38%
2022$153,432 · 0.41%
Same employer
Similar plansReal Estate & Leasing · Virginia
The Peterson Companies VA$62.0M · 0.27%
Harbor Group Management Co. VA$54.8M · 0.69%
Thalhimer, Inc. VA$54.0M · 0.22%
Kettler, Inc. VA$46.9M · 0.29%
The Hhhunt Corporation VA$46.7M · 0.37%
Drucker & Falk, Inc. VA$38.7M · 0.03%
S. L. Nusbaum Realty Co. VA$33.9M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542026653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.