Plan Ledger DOL Form 5500 · updated monthly

Kenosha Achievement Center, Inc.401(k)

KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Kenosha Achievement Center, Inc. reported $22,766 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,832 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 rose from 0.51% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,694th of 1,936), and 2,448th of 3,341 in other services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,157,840
Participants with balances118
Active participants92
Employer contributions$168,542
Employee contributions$193,359
Employer contribution per active participant$1,832
Average account balance$35,236
Benefits paid to participants$329,360
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 118 accts · $169K emplr
2023$3.7M · 126 accts · $162K emplr
2022$3.3M · 142 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,766
Total administrative$22,766
The Kenosha Achievement Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,832
Median for plans this size$1,313
2024$1,832 per active participant
2023$1,641 per active participant
2022$1,818 per active participant

Kenosha Achievement Center, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$20,179
PPG RETIREMENT PLAN SERVICES LTD · Recordkeeping · Loan processing$2,030
MESIROW FINANCIAL, INC. · Investment advisory (plan)$557

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

Recordkeeper by year2
2024PPG RETIREMENT PLAN SERVICES LTD, Transamerica
2023PPG RETIREMENT PLAN SERVICES LTD, Transamerica

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

Administrative cost history3
2024$22,766 · 0.58%
2023$20,983 · 0.60%
2022$17,383 · 0.51%
Similar plansOther Services · Wisconsin
Master Fleet, LLC WI$5.7M · 0.77%
Clarity Care, Inc. WI$5.4M · 1.19%
Workforce Resource, Inc. WI$4.0M · 0.48%
Fraser Industries WI$3.2M · 1.61%
Quillin's, Inc. WI$2.8M · 1.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391399101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.