Plan Ledger DOL Form 5500 · updated monthly

Keenan, Hopkins, Suder and Stowell Contractors, Inc.401(k)

KEENAN, HOPKINS, SUDER & STOWELL CONTRACTORS, INC. 401(K) PLAN AND TRUST · ANAHEIM, CA · plan year 2023

Reported admin expense ratio · 2023
0.18%

Keenan, Hopkins, Suder and Stowell Contractors, Inc. reported $24,276 in plan administrative expenses for 2023: 0.18% 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 0.16% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 4,522nd-largest of 9,483 plans among California employers on file, and the 2,564th of 5,337 in construction. active participation has shrunk from 157 to 130 since 2022.

Plan summary
Net assets, end of year$14,192,014
Participants with balances172
Active participants130
Employer contributions—
Employee contributions$999,102
Employer contribution per active participant—
Average account balance$82,512
Benefits paid to participants$1,881,687
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 144 accts
2023$14.2M · 172 accts
2022$12.7M · 215 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,276
Total administrative$24,276
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 · 20235
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,289
ALLSTATE FINANCIAL SERVICES LLC · Other servicesindirect comp
CBIZ BENEFITS & INSURANCE SERVICES · Other servicesindirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$18,955 · 0.14%
2023$24,276 · 0.18%
2022$21,646 · 0.16%
All plans at this employer2
KEENAN, HOPKINS, SUDER & STOWELL CONTRACTORS, INC. 401(K) PLAN AND TRUST401(k)
KEENAN, HOPKINS, SUDER & STOWELL CONTRACTORS, INC. EMPLOYEE STOCKESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 582279196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.