Kimball & Beecher Group LLC401(k)
KIMBALL AND BEECHER, GROUP LLC 401(K) PLAN · WATERLOO, IA · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Kimball & Beecher Group LLC reported $24,359 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,399 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.
The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (544th of 878), and the 5,172nd of 11,911 in health care & social assistance. In 2025, employees put in $2.00 for every $1.00 the employer contributed.
Kimball & Beecher Group LLC's 2025 employer contribution ran above the $2,666 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 814862577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.