Plan Ledger DOL Form 5500 · updated monthly

Kensington Investment Company, Inc.401(k)

KENSINGTON INVESTMENT COMPANY, INC. 401(K) PLAN · BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Kensington Investment Company, Inc. reported $31,336 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $3,796 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 real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,111th of 2,726), and 1,309th of 2,096 in real estate & leasing. In 2022, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,327,858
Participants with balances99
Active participants68
Employer contributions$258,127
Employee contributions$437,428
Employer contribution per active participant$3,796
Average account balance$74,019
Benefits paid to participants$1,272,654
Plan auditUnmodified (clean) audit opinion
AuditorRUCCI BARDARO & FALZONE
The Kensington Investment Company, Inc. 401(k) match · 2022
Employer contribution per active participant$3,796
Median for plans this size$1,114

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

Administrative cost history1
2022$31,336 · 0.37%
Similar plansReal Estate & Leasing · Massachusetts
Churchill Forge, Inc. MA$11.8M · 0.05%
Claremont Companies, LLC MA$11.2M · 0.96%
Trinity Management, LLC MA$9.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042860075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.