Plan Ledger DOL Form 5500 · updated monthly

Khs USA, Inc.401(k)

KHS USA, INC. PROFIT SHARING PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Khs USA, Inc. reported $13,523 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,429 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 0.05% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 399th-largest of 1,936 plans among Wisconsin employers on file, and the 3,008th of 13,661 in manufacturing. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 285 to 349 since 2022.

Plan summary
Net assets, end of year$53,276,766
Participants with balances459
Active participants349
Employer contributions$1,545,865
Employee contributions$3,026,594
Employer contribution per active participant$4,429
Average account balance$116,071
Benefits paid to participants$8,953,516
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.3M · 459 accts · $1.5M emplr
2023$50.4M · 445 accts · $1.4M emplr
2022$43.4M · 419 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,850
Investment management$11,673
Total administrative$13,523
The Khs USA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,429
Median for plans this size$3,635
2024$4,429 per active participant
2023$4,571 per active participant
2022$3,633 per active participant

Khs USA, Inc.'s 2024 employer contribution ran above the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,673

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$13,523 · 0.03%
2023$16,751 · 0.04%
2022$22,432 · 0.05%
Same employer
Similar plansManufacturing · Wisconsin
Wausau Tile, Inc. WI$54.3M · 0.18%
Cmd Corporation WI$53.3M · 0.09%
Mason Companies, Inc WI$53.1M · 0.26%
Milwaukee Valve Co., LLC WI$52.5M · 0.26%
Paper Machinery Corporation WI$51.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391145674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.