Plan Ledger DOL Form 5500 · updated monthly

Kaztronix, LLC401(k)

KAZTRONIX 401K PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.34%

Kaztronix, LLC reported $12,788 in plan administrative expenses for 2024: 0.34% of average plan assets, below 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 0.36% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,917th of 2,266), and 10,192nd of 11,654 in professional & technical services. active participation has shrunk from 136 to 104 since 2022.

Plan summary
Net assets, end of year$3,955,792
Participants with balances166
Active participants104
Employer contributions—
Employee contributions$500,308
Employer contribution per active participant—
Average account balance$23,830
Benefits paid to participants$623,962
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 166 accts
2023$3.6M · 191 accts
2022$3.7M · 228 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,895
Investment management$8,893
Total administrative$12,788
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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$8,715
ADP, INC. · Loan processing · Recordkeeping$4,072
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$12,788 · 0.34%
2023$13,274 · 0.36%
2022$14,744 · 0.36%
Similar plansProfessional & Technical Services · Virginia
Heartland Energy Partners VA$4.1M · 1.02%
Urban Strategies, LLC VA$4.0M · 0.41%
Xcorp Solutions, Inc VA$4.0M · 0.98%
Hungry Marketplace, Inc. VA$3.9M · 0.06%
Blu Omega VA$3.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470891300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.