Plan Ledger DOL Form 5500 · updated monthly

Kids Are First, Inc.401(k)

KIDS ARE FIRST 401(K) PLAN · CARRIZO SPRINGS, TX · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Kids Are First, Inc. reported $24,397 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $715 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 1.22% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,839th of 5,688), and 9,873rd of 11,911 in health care & social assistance. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,202,188
Participants with balances199
Active participants164
Employer contributions$117,319
Employee contributions$156,877
Employer contribution per active participant$715
Average account balance$11,066
Benefits paid to participants$330,220
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 199 accts · $117K emplr
2023$2.0M · 207 accts · $115K emplr
2022$1.6M · 189 accts · $105K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,397
Total administrative$24,397
The Kids Are First, Inc. 401(k) match · 2024
Employer contribution per active participant$715
Median for plans this size$1,313
2024$715 per active participant
2023$587 per active participant
2022$678 per active participant

Kids Are First, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect comp
MERRILL LYNCH - EPS · Investment advisory (participants)$6,933
MERRILL LYNCH - FAS · Investment advisory (participants)$2,971

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,397 · 1.15%
2023$19,853 · 1.10%
2022$19,986 · 1.22%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Caregiver 2, Inc. TX$2.3M · 1.70%
Smw Health Network, LLC TX$2.3M · 0.34%
The Warren Center, Inc. TX$2.2M · 0.80%
Caraday Holdings LLC TX$2.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274661034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.