Plan Ledger DOL Form 5500 · updated monthly

Kettler, Inc.401(k)

KETTLER RETIREMENT PLAN · MC LEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Kettler, Inc. reported $128,737 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,523 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 0.33% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 520th-largest of 2,266 plans among Virginia employers on file, and the 305th of 2,096 in real estate & leasing. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 473 to 531 since 2022.

Plan summary
Net assets, end of year$46,866,067
Participants with balances764
Active participants531
Employer contributions$1,339,675
Employee contributions$3,058,079
Employer contribution per active participant$2,523
Average account balance$61,343
Benefits paid to participants$3,534,431
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 764 accts · $1.3M emplr
2023$40.8M · 717 accts · $1.2M emplr
2022$35.3M · 732 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,737
Total administrative$128,737
The Kettler, Inc. 401(k) match · 2024
Employer contribution per active participant$2,523
Median for plans this size$2,416
2024$2,523 per active participant
2023$2,491 per active participant
2022$2,327 per active participant

Kettler, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$128,736
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect 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$128,737 · 0.29%
2023$124,973 · 0.33%
2022$124,216 · 0.33%
Same employer
Similar plansReal Estate & Leasing · Virginia
Harbor Group Management Co. VA$54.8M · 0.69%
Thalhimer, Inc. VA$54.0M · 0.22%
The Hhhunt Corporation VA$46.7M · 0.37%
Drucker & Falk, Inc. VA$38.7M · 0.03%
S. L. Nusbaum Realty Co. VA$33.9M · 0.44%
Palms Associates, LLC VA$30.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541620902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.