Plan Ledger DOL Form 5500 · updated monthly

Kbkg, Inc.401(k)

KBKG, INC. 401(K) PROFIT SHARING PLAN · PASADENA, CA · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Kbkg, Inc. reported $84,868 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,221 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 has held roughly steady near 0.319%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,917th-largest of 9,483 plans among California employers on file, and the 4,516th of 11,654 in professional & technical services. In 2023, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,829,050
Participants with balances272
Active participants230
Employer contributions$970,784
Employee contributions$1,893,286
Employer contribution per active participant$4,221
Average account balance$98,636
Benefits paid to participants$4,099,739
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA & ASSOCIATES INC.
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 226 accts · $1.2M emplr
2023$26.8M · 272 accts · $971K emplr
2022$23.0M · 270 accts · $959K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$84,868
Total administrative$84,868
The Kbkg, Inc. 401(k) match · 2023
Employer contribution per active participant$4,221
Median for plans this size$2,440
2024$8,522 per active participant
2023$4,221 per active participant
2022$4,047 per active participant

Kbkg, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
AVANTAX INSURANCE AGENCY LLCindirect comp
CETERA FINANCIAL SPECIALISTS LLCindirect 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$71,235 · 0.32%
2023$84,868 · 0.34%
2022$79,007 · 0.32%
Same employer
Similar plansProfessional & Technical Services · California
Rios, Inc. CA$26.9M · 0.41%
Retool, Inc. CA$26.9M · 0.27%
Macro-Pro, Inc. CA$26.8M · 0.18%
Delta Computer Consulting CA$26.7M · 0.28%
Cloudbees, Inc. CA$26.7M · 0.18%
Epsilon C5I, Inc. CA$26.6M · 0.01%
Branch Metrics, Inc. CA$26.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954864453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.