Plan Ledger DOL Form 5500 · updated monthly

Ke Gutridge, LLC401(k)

KE GUTRIDGE, LLC 401(K) PLAN · NEWARK, OH · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Ke Gutridge, LLC reported $57,072 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,401 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 0.758%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (2,134th of 3,295), and 3,305th of 5,337 in construction. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,580,687
Participants with balances157
Active participants261
Employer contributions$365,729
Employee contributions$728,250
Employer contribution per active participant$1,401
Average account balance$54,654
Benefits paid to participants$310,977
Plan auditUnmodified (clean) audit opinion
AuditorSEO CPA GROUP, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 157 accts · $366K emplr
2023$6.5M · 153 accts · $262K emplr
2022$5.5M · 140 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,072
Total administrative$57,072
The Ke Gutridge, LLC 401(k) match · 2024
Employer contribution per active participant$1,401
Median for plans this size$1,313
2024$1,401 per active participant
2023$1,068 per active participant
2022$1,048 per active participant

Ke Gutridge, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA · Recordkeeping · Loan processing$26,737
TRINITY PENSION CONSULTANTS · Recordkeeping · Loan processing$2,773
RAYMOND JAMES · Investment advisory (plan)$26,230

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

Recordkeeper by year2
2024TRINITY PENSION CONSULTANTS, Transamerica
2023TRINITY PENSION CONSULTANTS, Transamerica

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Administrative cost history3
2024$57,072 · 0.76%
2023$43,142 · 0.72%
2022$45,979 · 0.76%
All plans at this employer2
KE GUTRIDGE, LLC 401(K) PLAN401(k)
THE CONTRACTORS RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansConstruction · Ohio
Chemcote, Inc. OH$9.1M · 0.76%
Keene Management, Inc. OH$8.7M · 0.87%
The Waterworks, LLC OH$8.5M · 0.81%
Construction One, Inc. OH$8.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821007719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.