Plan Ledger DOL Form 5500 · updated monthly

Kestrel Engineering Group, Inc.401(k)

KESTREL ENGINEERING GROUP PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Kestrel Engineering Group, Inc. reported $59,980 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,714 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 0.47% to 0.36%. 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 743rd-largest of 1,714 plans among Washington employers on file, and 5,878th of 11,654 in professional & technical services. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has grown from 113 to 134 since 2022.

Plan summary
Net assets, end of year$18,224,828
Participants with balances131
Active participants134
Employer contributions$497,736
Employee contributions$1,490,416
Employer contribution per active participant$3,714
Average account balance$139,121
Benefits paid to participants$1,269,147
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 131 accts · $498K emplr
2023$15.3M · 125 accts · $482K emplr
2022$11.1M · 121 accts · $367K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,298
Investment management$56,682
Total administrative$59,980
The Kestrel Engineering Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,714
Median for plans this size$2,416
2024$3,714 per active participant
2023$3,918 per active participant
2022$3,248 per active participant

Kestrel Engineering Group, 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 · 20244
OPPORTUNUS WEALTH MANAGEMENT · Investment advisory (plan)$44,625
EMPOWER ADVISORY GROUP, LLC · Investment management$12,057
PRIME PENSIONS NORTHWEST, LLC · Other 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 history3
2024$59,980 · 0.36%
2023$51,283 · 0.39%
2022$55,493 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Washington
Office Ally, Inc. WA$18.7M · 0.30%
Landau Associates, Inc. WA$18.5M · 0.46%
Masterworks, Incorporated WA$18.2M · 0.25%
Acumatica, Inc WA$18.1M · 0.05%
Marchex, Inc. WA$17.3M · 0.41%
Absci Corporation WA$17.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452542770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.