Plan Ledger DOL Form 5500 · updated monthly

Kestra Medical Technologies, Inc401(k)

KESTRA MEDICAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Kestra Medical Technologies, Inc reported $31,167 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,132 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 fell from 0.20% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 626th-largest of 1,714 plans among Washington employers on file, and the 5,055th of 11,654 in professional & technical services. In 2024, employees put in $2.62 for every $1.00 the employer contributed; active participation has grown from 195 to 312 since 2022.

Plan summary
Net assets, end of year$23,030,037
Participants with balances351
Active participants312
Employer contributions$1,601,274
Employee contributions$4,196,478
Employer contribution per active participant$5,132
Average account balance$65,613
Benefits paid to participants$1,622,288
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 351 accts · $1.6M emplr
2023$15.9M · 289 accts · $1.3M emplr
2022$9.2M · 204 accts · $869K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,320
Investment management$25,847
Total administrative$31,167
The Kestra Medical Technologies, Inc 401(k) match · 2024
Employer contribution per active participant$5,132
Median for plans this size$2,416
2024$5,132 per active participant
2023$5,126 per active participant
2022$4,457 per active participant

Kestra Medical Technologies, Inc's 2024 employer contribution ran above the $2,416 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 · 20243
SCS · Recordkeeping · Trustee$25,847
ADP, INC. · Loan processing · Recordkeeping$5,320
ADP BROKER-DEALERindirect 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
2024ADP, SCS
2023ADP, SCS

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Administrative cost history3
2024$31,167 · 0.16%
2023$26,014 · 0.21%
2022$16,180 · 0.20%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 383940333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.