Plan Ledger DOL Form 5500 · updated monthly

Kimberbell Kids LLC401(k)

KIMBERBELL KIDS LLC · LOGAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Kimberbell Kids LLC reported $11,762 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $1,699 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 1 year on file its reported administrative ratio rose from 0.07% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Utah (774th of 848), and 4,084th of 4,246 in wholesale trade. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,584,626
Participants with balances101
Active participants76
Employer contributions$129,160
Employee contributions$254,253
Employer contribution per active participant$1,699
Average account balance$15,689
Benefits paid to participants$258,984
Plan auditUnmodified (clean) audit opinion
AuditorCMP, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$1.6M · 101 accts · $129K emplr
2023$1.3M · 144 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,762
Total administrative$11,762
The Kimberbell Kids LLC 401(k) match · 2024
Employer contribution per active participant$1,699
Median for plans this size$1,313
2024$1,699 per active participant
2023$1,554 per active participant

Kimberbell Kids LLC's 2024 employer contribution ran above 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.

Administrative cost history2
2024$11,762 · 0.82%
2023$705 · 0.07%
Similar plansWholesale Trade · Utah
Evig, LLC UT$3.2M · 0.09%
Global Uprising, Pbc UT$1.7M · 2.24%
Onions 52, Inc. UT$1.5M · 0.01%
Wise Company, Inc UT$763K · 1.05%
Ereplacementparts.com UT$309K · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271185154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.