Plan Ledger DOL Form 5500 · updated monthly

Katcef Brothers, Inc.401(k)

KATCEF BROTHERS, INC. 401(K) PLAN · ANNAPOLIS, MD · plan year 2025

Reported admin expense ratio · 2025
0.58%

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

Katcef Brothers, Inc. reported $86,560 in plan administrative expenses for 2025: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $902 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 3 years on file its reported administrative ratio rose from 0.48% to 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 770th-largest of 1,671 plans among Maryland employers on file, and 2,287th of 4,246 in wholesale trade. In 2025, employees put in $4.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,835,807
Participants with balances110
Active participants117
Employer contributions$105,576
Employee contributions$435,376
Employer contribution per active participant$902
Average account balance$143,962
Benefits paid to participants$518,258
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.8M · 110 accts · $106K emplr
2024$13.9M · 132 accts · $113K emplr
2023$13.4M · 132 accts · $113K emplr
2022$11.4M · 129 accts · $101K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,273
Investment management$47,787
Audit (IQPA)$10,500
Total administrative$86,560
The Katcef Brothers, Inc. 401(k) match · 2025
Employer contribution per active participant$902
Median for plans this size$2,666
2025$902 per active participant
2024$918 per active participant
2023$917 per active participant
2022$860 per active participant

Katcef Brothers, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$19,849
MERCER GLOBAL ADVISORS INC · Investment advisory (plan)$47,787
WEAVER AND TIDWELL, LLP · Accounting / audit$10,500

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

Recordkeeper by year3
2025Newport (Ascensus)
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$86,560 · 0.58%
2024$105,215 · 0.77%
2023$57,781 · 0.47%
2022$60,267 · 0.48%
Same employer
Similar plansWholesale Trade · Maryland
S.H. Tevis & Son Inc. MD$17.0M · 0.46%
Saval Foods Corporation MD$15.9M · 0.31%
S. Freedman & Sons, Inc. MD$15.8M · 0.19%
Sfb Buck, LLC MD$15.1M · 0.16%
Sfb Buck, LLC MD$15.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520859333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.