Plan Ledger DOL Form 5500 · updated monthly

Kaw Valley Engineering, Inc.401(k)

KAW VALLEY ENGINEERING, INC. PROFIT SHARING/401(K) PLAN & TR · JUNCTION CITY, KS · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Kaw Valley Engineering, Inc. reported $40,193 in plan administrative expenses for 2023: 0.51% of average plan assets, above the peer median. Employer contributions averaged $446 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 0.43% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kansas (538th of 828), and 8,483rd of 11,654 in professional & technical services. In 2023, employees put in $10.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,548,691
Participants with balances128
Active participants160
Employer contributions$71,372
Employee contributions$759,635
Employer contribution per active participant$446
Average account balance$66,787
Benefits paid to participants$417,978
Plan auditUnmodified (clean) audit opinion
AuditorVARNEY & ASSOCIATES CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 128 accts · $76K emplr
2023$8.5M · 128 accts · $71K emplr
2022$7.1M · 128 accts · $69K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,151
Investment management$27,042
Total administrative$40,193
The Kaw Valley Engineering, Inc. 401(k) match · 2023
Employer contribution per active participant$446
Median for plans this size$1,308
2024$463 per active participant
2023$446 per active participant
2022$468 per active participant

Kaw Valley Engineering, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
KEATING FINANCIAL ADVISORY SERVICES · Recordkeeping$27,017
NATIONWIDE · Recordkeeping · Loan processing$11,951

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

Recordkeeper by year2
2024KEATING FINANCIAL ADVISORY SERVICES
2023KEATING FINANCIAL ADVISORY SERVICES, Nationwide

This plan has changed recordkeepers within these filings. If you left Kaw Valley Engineering, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,063 · 0.27%
2023$40,193 · 0.51%
2022$35,716 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Kansas
Slawson Companies, Inc. KS$10.1M · 0.21%
Kansas Legal Services Inc KS$10.1M · 0.04%
Retail Success LLC KS$8.3M · 0.80%
Rbc Medical Innovations KS$8.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480937881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.