Plan Ledger DOL Form 5500 · updated monthly

Kidwell, Inc.401(k)

KIDWELL, INC. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Kidwell, Inc. reported $112,404 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,936 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 1.08% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 269th-largest of 565 plans among Nebraska employers on file, and the 2,204th of 5,337 in construction. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,710,351
Participants with balances447
Active participants304
Employer contributions$588,669
Employee contributions$1,624,437
Employer contribution per active participant$1,936
Average account balance$39,620
Benefits paid to participants$863,480
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ & CO
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 447 accts · $589K emplr
2023$14.3M · 469 accts · $610K emplr
2022$11.0M · 421 accts · $488K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,404
Total administrative$112,404
The Kidwell, Inc. 401(k) match · 2024
Employer contribution per active participant$1,936
Median for plans this size$2,416
2024$1,936 per active participant
2023$1,639 per active participant
2022$1,496 per active participant

Kidwell, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
UNION BANK & TRUST COMPANY · Recordkeeping · Pension consulting$112,404

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

Recordkeeper by year2
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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

Administrative cost history3
2024$112,404 · 0.70%
2023$109,173 · 0.86%
2022$122,100 · 1.08%
Same employer
Similar plansConstruction · Nebraska
Road Safety Services Inc. NE$18.9M · 0.08%
Boyd Jones Construction Co. NE$17.2M · 0.28%
Werner Construction Co NE$14.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470461144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.