Plan Ledger DOL Form 5500 · updated monthly

Kelly Spicers Inc.401(k)

THE KELLY SPICERS 401(K) PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Kelly Spicers Inc. reported $52,113 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,736 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 fell from 0.05% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 796th-largest of 9,483 plans among California employers on file, and the 330th of 4,246 in wholesale trade. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$133,335,153
Participants with balances700
Active participants547
Employer contributions$2,590,632
Employee contributions$4,381,993
Employer contribution per active participant$4,736
Average account balance$190,479
Benefits paid to participants$9,813,553
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$133.3M · 700 accts · $2.6M emplr
2023$119.3M · 713 accts · $2.5M emplr
2022$101.5M · 711 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$52,113
Total administrative$52,113
The Kelly Spicers Inc. 401(k) match · 2024
Employer contribution per active participant$4,736
Median for plans this size$3,635
2024$4,736 per active participant
2023$4,555 per active participant
2022$4,034 per active participant

Kelly Spicers Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
VANGUARD GROUP INC. · Recordkeeping · Loan processing$52,113

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$52,113 · 0.04%
2023$55,113 · 0.05%
2022$57,163 · 0.05%
Same employer
Similar plansWholesale Trade · California
Amada North America, Inc. CA$151.8M · 0.06%
Holt of California CA$135.0M · 0.12%
Kellwood Company, LLC CA$124.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952366121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.