Plan Ledger DOL Form 5500 · updated monthly

Kenney Ortho Group, Inc.401(k)

KENNEY ORTHO GROUP, INC. 401(K) PLAN · NICHOLASVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Kenney Ortho Group, Inc. reported $3,369 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,793 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 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (656th of 871), and 8,119th of 11,911 in health care & social assistance. In 2023, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,649,485
Participants with balances159
Active participants148
Employer contributions$265,411
Employee contributions$540,608
Employer contribution per active participant$1,793
Average account balance$29,242
Benefits paid to participants$212,571
Plan auditUnmodified (clean) audit opinion
AuditorDEAN DORTON FORD
Plan history2
Yearassets · accounts · employer contribution
2024$0 · 10 accts · $70K emplr
2023$4.6M · 159 accts · $265K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,069
Investment management$300
Total administrative$3,369
The Kenney Ortho Group, Inc. 401(k) match · 2023
Employer contribution per active participant$1,793
Median for plans this size$1,308

Kenney Ortho Group, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MCF ADVISORS LLC · Investment advisory (plan)$300

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

Administrative cost history2
2024Not separately reported
2023$3,369 · 0.09%
Similar plansHealth Care & Social Assistance · Kentucky
Breckinridge Health, Inc. KY$4.7M · 1.00%
Laurel Housing, Inc. KY$3.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475522301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.