Plan Ledger DOL Form 5500 · updated monthly

Kelly Fuels Inc401(k)

KELLY FUELS 401(K) PLAN · JACKSON, MI · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Kelly Fuels Inc reported $1,882 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $699 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (2,383rd of 2,619), and 4,058th of 4,246 in wholesale trade. In 2022, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,849,642
Participants with balances63
Active participants107
Employer contributions$74,745
Employee contributions$172,427
Employer contribution per active participant$699
Average account balance$29,359
Benefits paid to participants$279,804
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,882
Total administrative$1,882
The Kelly Fuels Inc 401(k) match · 2022
Employer contribution per active participant$699
Median for plans this size$1,114

Kelly Fuels Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,882 · 0.11%
Similar plansWholesale Trade · Michigan
Vintech Industries Inc MI$3.1M · 0.73%
Dlg International Inc MI$1.3M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383122611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.