Plan Ledger DOL Form 5500 · updated monthly

Kids Individual Development Services, LLC401(k)

KIDS INDIVIDUAL DEVELOPMENT SERVICES, LLC 401(K) PLAN · CORVALLIS, OR · plan year 2024

Reported admin expense ratio · 2024
3.20%

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

Kids Individual Development Services, LLC reported $36,127 in plan administrative expenses for 2024: 3.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $530 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 3.52% to 3.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (933rd of 1,021), and 2,985th of 3,341 in other services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,400,110
Participants with balances629
Active participants514
Employer contributions$272,477
Employee contributions$479,113
Employer contribution per active participant$530
Average account balance$2,226
Benefits paid to participants$306,618
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 629 accts · $272K emplr
2023$856K · 567 accts · $178K emplr
2022$409K · 209 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,127
Total administrative$36,127
The Kids Individual Development Services, LLC 401(k) match · 2024
Employer contribution per active participant$530
Median for plans this size$1,313
2024$530 per active participant
2023$258 per active participant
2022$173 per active participant

Kids Individual Development Services, 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
T. ROWE PRICE · Recordkeeping · Investment management$36,128

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$36,127 · 3.20%
2023$20,607 · 3.26%
2022$12,551 · 3.52%
Similar plansOther Services · Oregon
The High Desert Museum OR$2.1M · 0.03%
L&F Enterprises OR$1.9M · 0.06%
Washman LLC OR$1.7M · 1.00%
On Track, Inc OR$1.6M · 0.11%
First Response, Inc. OR$700K · 0.02%
Dabella Exteriors LLC OR$534K · 3.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833172000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.