Plan Ledger DOL Form 5500 · updated monthly

Kidder Mathews Inc.401(k)

KIDDER MATHEWS RETIREMENT PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Kidder Mathews Inc. reported $170,686 in plan administrative expenses for 2022: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,825 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 0.43% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 454th-largest of 1,714 plans among Washington employers on file, and the 387th of 2,096 in real estate & leasing. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,920,342
Participants with balances613
Active participants368
Employer contributions$1,039,614
Employee contributions$2,668,851
Employer contribution per active participant$2,825
Average account balance$58,598
Benefits paid to participants$4,443,143
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$34.7M · 551 accts · $564K emplr
2023$35.3M · 566 accts · $558K emplr
2022$35.9M · 613 accts · $1.0M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,264
Investment management$142,422
Total administrative$170,686
The Kidder Mathews Inc. 401(k) match · 2022
Employer contribution per active participant$2,825
Median for plans this size$2,266
2024$1,521 per active participant
2023$1,521 per active participant
2022$2,825 per active participant

Kidder Mathews Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$45,141 · 0.13%
2023$63,193 · 0.18%
2022$170,686 · 0.43%
Similar plansReal Estate & Leasing · Washington
Exp World Holdings, Inc. WA$51.8M · 0.47%
Star Industries, Inc. WA$42.7M · 0.01%
Mmgl Holdco LLC WA$30.5M · 0.11%
Sabey Corporation WA$24.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463921287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.