Plan Ledger DOL Form 5500 · updated monthly

Kellstrom Commercial Aerospace, Inc.401(k)

KELLSTROM AEROSPACE EMPLOYEES RETIREMENT PLAN & TRUST · ROSELLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Kellstrom Commercial Aerospace, Inc. reported $31,954 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,727 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 0.17% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (1,994th of 3,702), and the 905th of 2,677 in transportation & warehousing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 105 to 119 since 2022.

Plan summary
Net assets, end of year$14,940,903
Participants with balances126
Active participants119
Employer contributions$443,508
Employee contributions$728,874
Employer contribution per active participant$3,727
Average account balance$118,579
Benefits paid to participants$1,939,609
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$14.9M · 126 accts · $444K emplr
2023$13.1M · 118 accts · $380K emplr
2022$11.6M · 114 accts · $361K emplr
Administrative expenses, itemized · 2024
Investment management$33,397
Total administrative$31,954
The Kellstrom Commercial Aerospace, Inc. 401(k) match · 2024
Employer contribution per active participant$3,727
Median for plans this size$2,416
2024$3,727 per active participant
2023$3,278 per active participant
2022$3,436 per active participant

Kellstrom Commercial Aerospace, 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 · 20242
MORGAN STANLEY SMITHBARNEY LLC · Investment advisory (participants)$33,397
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history4
2025Not separately reported
2024$31,954 · 0.23%
2023$22,254 · 0.18%
2022$23,097 · 0.17%
Same employer
Similar plansTransportation & Warehousing · Illinois
National van Lines Inc. IL$16.3M · 0.00%
Gebruder Weiss, Inc IL$15.8M · 0.40%
Rim Logistics, LTD IL$15.1M · 0.14%
Transdev Services, Inc. IL$14.3M · 1.77%
Hercules Forwarding, Inc. IL$14.1M · 0.03%
C & K Holdings, LLC IL$13.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020617973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.