Plan Ledger DOL Form 5500 · updated monthly

Kelley Trucking Inc.401(k)

KELLEY TRUCKING INC. 401(K) SAVINGS PLAN · GOLDEN, CO · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Kelley Trucking Inc. reported $96,657 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,903 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 0.51% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 530th-largest of 1,461 plans among Colorado employers on file, and the 2,047th of 5,337 in construction. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,602,658
Participants with balances179
Active participants147
Employer contributions$426,670
Employee contributions$821,725
Employer contribution per active participant$2,903
Average account balance$109,512
Benefits paid to participants$499,732
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 179 accts · $427K emplr
2023$16.3M · 186 accts · $463K emplr
2022$13.0M · 180 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,420
Investment management$40,237
Total administrative$96,657
The Kelley Trucking Inc. 401(k) match · 2024
Employer contribution per active participant$2,903
Median for plans this size$2,416
2024$2,903 per active participant
2023$3,024 per active participant
2022$2,683 per active participant

Kelley Trucking Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$56,419
FINANCIAL COUNSELING ASSOCIATES, IN · Investment advisory (plan)$24,808
FULL FINANCIAL INC · Investment advisory (plan)$15,424
HUNTER BENEFITS CONSULTING GROUP · 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 history3
2024$96,657 · 0.54%
2023$78,322 · 0.53%
2022$69,799 · 0.51%
Same employer
Similar plansConstruction · Colorado
Beacon Communications, LLC CO$22.4M · 0.05%
Fiore & Sons, Inc. CO$21.7M · 0.41%
Bemas Construction CO$20.2M · 0.06%
Jhl Constructors LLC CO$19.5M · 0.69%
Encon United Company CO$18.7M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840840340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.