Plan Ledger DOL Form 5500 · updated monthly

Kimball Management401(k)

KIMBALL MANAGEMENT 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.53%

Kimball Management reported $34,867 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. 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 rose from 0.49% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Utah (537th of 848), and 3,566th of 5,337 in construction. active participation has grown from 130 to 169 since 2022.

Plan summary
Net assets, end of year$7,123,091
Participants with balances186
Active participants169
Employer contributions—
Employee contributions$852,302
Employer contribution per active participant—
Average account balance$38,296
Benefits paid to participants$732,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 186 accts
2023$6.0M · 163 accts
2022$5.1M · 153 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,867
Total administrative$34,867
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 · 20245
LPL FINANCIAL, LLC · Investment advisory (plan)$9,731
WC ADMINISTRATORS, LLC · Contract administrator$5,249
EMPOWER ADVISORY GROUP,LLC · Investment management$4,787
LEAFHOUSE FINANCIAL ADVISORS, LLC$3,244

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

Administrative cost history3
2024$34,867 · 0.53%
2023$28,948 · 0.52%
2022$25,816 · 0.49%
All plans at this employer2
KIMBALL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
KIMBALL MANAGEMENT 401(K) PLAN401(k)
Same employer
Similar plansConstruction · Utah
Bh Inc UT$9.1M · 0.57%
Gunthers, Inc. UT$9.0M · 0.20%
Broken Arrow Incorporated UT$7.5M · 0.22%
Colt Builders Corp. UT$7.1M · 0.46%
Rmd Management, Inc. UT$6.0M · 0.94%
Vancon, Inc UT$5.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743036721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.