Plan Ledger DOL Form 5500 · updated monthly

Kentucky Organ Donor Affiliates401(k)

KENTUCKY ORGAN DONOR AFFILIATES 401(K) PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Kentucky Organ Donor Affiliates reported $57,391 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $6,075 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 0.46% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (474th of 871), and the 5,727th of 11,911 in health care & social assistance. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves; active participation has grown from 143 to 178 since 2022.

Plan summary
Net assets, end of year$9,922,236
Participants with balances163
Active participants178
Employer contributions$1,081,311
Employee contributions$738,162
Employer contribution per active participant$6,075
Average account balance$60,873
Benefits paid to participants$1,317,343
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$9.9M · 163 accts · $1.1M emplr
2023$8.2M · 145 accts · $869K emplr
2022$6.1M · 132 accts · $713K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,740
Investment management$8,336
Total administrative$57,391
The Kentucky Organ Donor Affiliates 401(k) match · 2024
Employer contribution per active participant$6,075
Median for plans this size$1,313
2024$6,075 per active participant
2023$5,609 per active participant
2022$4,988 per active participant

Kentucky Organ Donor Affiliates's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
EMPOWER ADVISORY GROUP, LLC · Investment management$6,343
ENVESTNET RETIREMENT SOLUTIONS, LLC$1,993
RETIREMENT MANAGEMENT SERVICES, LLC · Contract administrator$1,700
MORGAN STANLEY SMITH BARNEY, LLCindirect comp
MORGAN STANLEY INSURANCE SERVICESindirect comp

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

Administrative cost history4
2025Not separately reported
2024$57,391 · 0.63%
2023$33,256 · 0.46%
2022$30,275 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Learning Grove, Inc. KY$10.4M · 0.08%
Nazareth Home, Inc. KY$9.0M · 0.30%
Maryhurst, Inc. KY$8.9M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 611122515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.