Plan Ledger DOL Form 5500 · updated monthly

Kentucky Easter Seals Society, Inc.401(k)

KENTUCKY EASTER SEAL SOCIETY, INC. RETIREMENT SAVINGS PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Kentucky Easter Seals Society, Inc. reported $69,950 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $755 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 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 321st-largest of 871 plans among Kentucky employers on file, and the 3,995th of 11,911 in health care & social assistance. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 60 to 88 since 2022.

Plan summary
Net assets, end of year$17,872,682
Participants with balances174
Active participants88
Employer contributions$66,475
Employee contributions$163,470
Employer contribution per active participant$755
Average account balance$102,717
Benefits paid to participants$1,116,796
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 174 accts · $66K emplr
2023$16.5M · 171 accts · $62K emplr
2022$15.6M · 166 accts · $52K emplr
Administrative expenses, itemized · 2024
Investment management$67,880
Total administrative$69,950
The Kentucky Easter Seals Society, Inc. 401(k) match · 2024
Employer contribution per active participant$755
Median for plans this size$2,416
2024$755 per active participant
2023$759 per active participant
2022$861 per active participant

Kentucky Easter Seals Society, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$2,070
MCF ADVISORS, LLC · Pension consulting · Investment advisory (participants)$67,880
CHARLES SCHWAB TRUST BANK · Investment managementindirect comp

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$69,950 · 0.41%
2023$65,406 · 0.41%
2022$77,699 · 0.42%
Similar plansHealth Care & Social Assistance · Kentucky
Big Sandy Health Care, Inc KY$17.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610444712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.