Plan Ledger DOL Form 5500 · updated monthly

Katom Restaurant Supply, Inc.401(k)

KATOM RESTAURANT SUPPLY, INC. 401(K) PROFIT SHARING PLAN & TRUST · KODAK, TN · plan year 2025

Reported admin expense ratio · 2025
0.88%

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

Katom Restaurant Supply, Inc. reported $51,907 in plan administrative expenses for 2025: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,398 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 fell from 1.46% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Tennessee (956th of 1,496), and 3,352nd of 4,246 in wholesale trade. In 2025, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 200 to 268 since 2022.

Plan summary
Net assets, end of year$7,058,355
Participants with balances279
Active participants268
Employer contributions$642,680
Employee contributions$918,430
Employer contribution per active participant$2,398
Average account balance$25,299
Benefits paid to participants$312,373
Plan auditUnmodified (clean) audit opinion
AuditorVANCE CPA LLC
Plan history4
Yearassets · accounts · employer contribution
2025$7.1M · 279 accts · $643K emplr
2024$4.7M · 249 accts · $547K emplr
2023$3.2M · 222 accts · $469K emplr
2022$2.0M · 191 accts · $374K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,138
Trustee / custodial$18,769
Total administrative$51,907
The Katom Restaurant Supply, Inc. 401(k) match · 2025
Employer contribution per active participant$2,398
Median for plans this size$1,464
2025$2,398 per active participant
2024$2,225 per active participant
2023$1,987 per active participant
2022$1,870 per active participant

Katom Restaurant Supply, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE TRUST COMPANY OF TENNESSEE INC · Claims processing · Custodial (securities)$51,906

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

Recordkeeper by year3
2025THE TRUST COMPANY OF TENNESSEE INC
2024THE TRUST COMPANY OF TENNESSEE INC
2023THE TRUST COMPANY OF TENNESSEE INC

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

Administrative cost history4
2025$51,907 · 0.88%
2024$40,964 · 1.03%
2023$32,802 · 1.27%
2022$25,911 · 1.46%
Same employer
Similar plansWholesale Trade · Tennessee
The Reese Group, Inc. TN$8.6M · 0.36%
Mfg Chemical LLC TN$6.7M · 0.42%
Highland LLC TN$6.3M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621506260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.