Plan Ledger DOL Form 5500 · updated monthly

Kestrel Field Services, Inc.401(k)

KESTREL FIELD SERVICES, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Kestrel Field Services, Inc. reported $15,150 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,547 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 0.06% to 0.09%. 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 2,225th-largest of 5,688 plans among Texas employers on file, and 6,069th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 304 to 400 since 2022.

Plan summary
Net assets, end of year$17,269,931
Participants with balances210
Active participants400
Employer contributions$618,899
Employee contributions$1,341,354
Employer contribution per active participant$1,547
Average account balance$82,238
Benefits paid to participants$2,262,853
Plan auditUnmodified (clean) audit opinion
AuditorBENTLEY BRATCHER & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 210 accts · $619K emplr
2023$15.3M · 205 accts · $547K emplr
2022$13.2M · 207 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,500
Investment management$7,775
Total administrative$15,150
The Kestrel Field Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,547
Median for plans this size$2,416
2024$1,547 per active participant
2023$2,058 per active participant
2022$1,555 per active participant

Kestrel Field Services, Inc.'s 2024 employer contribution ran below 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 · 20243
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$7,066
ROYAL ALLIANCE ASSOCIATES, INC.indirect comp
THE ALLOCATION COMPANY · 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$15,150 · 0.09%
2023$10,949 · 0.08%
2022$8,910 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Texas
Seidel Schroeder TX$17.4M · 0.45%
Witherite Law Group, PLLC TX$17.4M · 0.75%
Lone Star Aerospace, Inc. TX$17.2M · 0.48%
Lamb-Star Engineering, LLC TX$17.0M · 0.45%
Sourcehov Tax, LLC TX$17.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020790800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.