Plan Ledger DOL Form 5500 · updated monthly

Keywell Metals, LLC401(k)

KEYWELL METALS 401(K) PLAN · MATTHEWS, NC · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Keywell Metals, LLC reported $2,326 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.09% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,542nd of 2,005), and 3,763rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$4,167,825
Participants with balances97
Active participants94
Employer contributions$0
Employee contributions$320,845
Employer contribution per active participant$0
Average account balance$42,967
Benefits paid to participants$813,250
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 97 accts
2023$4.2M · 106 accts
2022$3.0M · 104 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,819
Investment management$57
Total administrative$2,326
The Keywell Metals, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Keywell Metals, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,819

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$2,326 · 0.06%
2023$3,422 · 0.10%
2022$2,931 · 0.09%
Similar plansWholesale Trade · North Carolina
Rowley Company, LLC NC$4.4M · 0.80%
High Tower Group, LLC NC$4.3M · 0.57%
Afg Distribution Inc NC$4.3M · 0.60%
Buy Sod USA, LLC NC$4.2M · 0.07%
Rhenus Automotive US, LLC NC$4.1M · 0.76%
Dma Holdings, Inc. NC$3.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464207769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.