Kehe Monterrey Provisions, LLC401(k)
KEHE MONTERREY PROVISIONS LLC 401(K)PLAN · SAN DIEGO, CA · plan year 2016
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Kehe Monterrey Provisions, LLC reported $3,605 in plan administrative expenses for 2016: 0.31% of average plan assets, above the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.31% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 37 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (8,726th of 9,483), and 4,133rd of 4,246 in wholesale trade.
Kehe Monterrey Provisions, LLC's 2016 employer contribution ran below the $304 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.
Annual cost at the plan's reported 2016 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 371799236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.