Plan Ledger DOL Form 5500 · updated monthly

Kendall Hunt Publishing Company401(k)

KENDALL HUNT RETIREMENT PLAN · DUBUQUE, IA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Kendall Hunt Publishing Company reported $148,568 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $8,352 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 3 years on file its reported administrative ratio has held roughly steady near 0.188%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 115th-largest of 878 plans among Iowa employers on file, and the 366th of 2,199 in information & media. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$81,252,471
Participants with balances448
Active participants317
Employer contributions$2,647,714
Employee contributions$2,356,230
Employer contribution per active participant$8,352
Average account balance$181,367
Benefits paid to participants$8,894,259
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.3M · 448 accts · $2.6M emplr
2023$77.1M · 469 accts · $2.6M emplr
2022$66.1M · 495 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,384
Investment management$34,184
Total administrative$148,568
The Kendall Hunt Publishing Company 401(k) match · 2024
Employer contribution per active participant$8,352
Median for plans this size$3,635
2024$8,352 per active participant
2023$7,941 per active participant
2022$6,881 per active participant

Kendall Hunt Publishing Company's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
DUBUQUE BANK & TRUST COMPANY · Recordkeeping · Trustee$12,933
JULY BUSINESS SERVICES LLC · Contract administrator$101,451
UMB RETIREMENT PLAN SERVICES · Investment advisory (plan)$34,184

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

Recordkeeper by year2
2024DUBUQUE BANK & TRUST COMPANY
2023DUBUQUE BANK & TRUST COMPANY

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

Administrative cost history3
2024$148,568 · 0.19%
2023$130,807 · 0.18%
2022$122,229 · 0.19%
Same employer
Similar plansInformation & Media · Iowa
Lee Enterprises, Inc. IA$447.9M · 0.03%
Businessolver.com, Inc. IA$95.8M · 0.26%
Ruffalo Noel Levitz IA$54.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421426616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.