Plan Ledger DOL Form 5500 · updated monthly

Keller Motors401(k)

KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST · HANFORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Keller Motors reported $3,568 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $610 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 2 years on file its reported administrative ratio rose from 0.04% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,206th of 9,483), and 3,925th of 5,215 in retail trade. In 2024, employees put in $6.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,450,066
Participants with balances119
Active participants82
Employer contributions$50,000
Employee contributions$315,846
Employer contribution per active participant$610
Average account balance$37,396
Benefits paid to participants$90,513
Plan auditUnmodified (clean) audit opinion
AuditorVOLLMER DANIEL GAEBE & GROVE
Plan history2
Yearassets · accounts · employer contribution
2024$4.5M · 119 accts · $50K emplr
2022$3.2M · 66 accts · $50K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,568
Total administrative$3,568
The Keller Motors 401(k) match · 2024
Employer contribution per active participant$610
Median for plans this size$1,313
2024$610 per active participant
2022$481 per active participant

Keller Motors's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$3,568
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY WEALTH MANAGEMENT · Other servicesindirect comp

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

Administrative cost history2
2024$3,568 · 0.09%
2022$1,251 · 0.04%
Similar plansRetail Trade · California
Orw USA, Inc. CA$4.5M · 0.28%
Headlands Ventures LLC CA$4.4M · 0.46%
Omaze, Inc. CA$4.4M · 0.05%
Books Inc. CA$4.4M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942901951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.