Plan Ledger DOL Form 5500 · updated monthly

Kellton Tech, Inc.401(k)

KELLTON TECH INC 401K PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

Kellton Tech, Inc. reported $9,054 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. 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 0.06% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,860th of 5,688), and 9,476th of 11,654 in professional & technical services. active participation has shrunk from 245 to 217 since 2022.

Plan summary
Net assets, end of year$5,803,635
Participants with balances108
Active participants217
Employer contributions—
Employee contributions$600,476
Employer contribution per active participant—
Average account balance$53,737
Benefits paid to participants$889,917
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 108 accts
2023$5.4M · 118 accts
2022$4.5M · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,075
Investment management$6,979
Total administrative$9,054
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
ADP, INC. · Loan processing · Recordkeeping$9,053
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,054 · 0.16%
2023$2,529 · 0.05%
2022$2,723 · 0.06%
Similar plansProfessional & Technical Services · Texas
Convo Communications LLC TX$5.9M · 0.83%
Eagle Eye Networks, Inc. TX$5.9M · 0.67%
Protect Controls, Inc. TX$5.9M · 0.02%
Pac-Mac Holdings, Inc. TX$5.8M · 1.23%
Ad Results Media, LLC TX$5.8M · 0.44%
Legend Lending Corp. TX$5.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474003633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.