Plan Ledger DOL Form 5500 · updated monthly

Kentucky Eagle, Inc.401(k)

KENTUCKY EAGLE 401K PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Kentucky Eagle, Inc. reported $1,001 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,990 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 0.006% to 0.007%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 365th-largest of 871 plans among Kentucky employers on file, and 2,364th of 4,246 in wholesale trade. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 192 to 218 since 2022.

Plan summary
Net assets, end of year$14,986,877
Participants with balances153
Active participants218
Employer contributions$651,805
Employee contributions$643,617
Employer contribution per active participant$2,990
Average account balance$97,953
Benefits paid to participants$1,709,914
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 153 accts · $652K emplr
2023$13.8M · 152 accts · $587K emplr
2022$11.2M · 122 accts · $443K emplr
The Kentucky Eagle, Inc. 401(k) match · 2024
Employer contribution per active participant$2,990
Median for plans this size$2,416
2024$2,990 per active participant
2023$2,405 per active participant
2022$2,306 per active participant

Kentucky Eagle, Inc.'s 2024 employer contribution ran above the $2,416 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

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$1,001 · 0.01%
2023$614 · 0.00%
2022$725 · 0.01%
Same employer
Similar plansWholesale Trade · Kentucky
Used-Car-Parts.com, Inc. KY$17.9M · 0.43%
Glantz Holdings, Inc. KY$15.1M · 0.50%
Creation Gardens, Inc. KY$13.5M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610421368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.