Plan Ledger DOL Form 5500 · updated monthly

Keville Enterprises, Inc.401(k)

KEVILLE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · MARSHFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Keville Enterprises, Inc. reported $138,548 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,569 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 3 years on file its reported administrative ratio has held roughly steady near 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 735th-largest of 2,726 plans among Massachusetts employers on file, and the 1,099th of 5,337 in construction. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 155 to 197 since 2022.

Plan summary
Net assets, end of year$46,959,853
Participants with balances240
Active participants197
Employer contributions$900,000
Employee contributions$1,743,845
Employer contribution per active participant$4,569
Average account balance$195,666
Benefits paid to participants$2,974,801
Plan auditUnmodified (clean) audit opinion
AuditorBA INC..
Plan history3
Yearassets · accounts · employer contribution
2024$47.0M · 240 accts · $900K emplr
2023$41.7M · 228 accts · $900K emplr
2022$36.1M · 207 accts · $900K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,976
Investment management$102,072
Audit (IQPA)$13,500
Total administrative$138,548
The Keville Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$4,569
Median for plans this size$2,416
2024$4,569 per active participant
2023$5,172 per active participant
2022$5,806 per active participant

Keville Enterprises, 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$97,013
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,976
BURKE & ASSOCIATES · Accounting / audit$13,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,059

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$138,548 · 0.31%
2023$118,596 · 0.30%
2022$118,219 · 0.30%
Same employer
Similar plansConstruction · Massachusetts
Elm Electrical, Inc. MA$43.8M · 0.01%
N.E.L. Corporation MA$43.6M · 0.01%
Sps New England, Inc. MA$42.2M · 0.06%
Jay Cashman, Inc. MA$37.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043112591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.