Plan Ledger DOL Form 5500 · updated monthly

Kimberly Clark Commercial, Inc.Profit-sharing plan

KIMBERLY CLARK PUERTO RICO DEFINED CONTRIBUTION PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Kimberly Clark Commercial, Inc. reported $84,132 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,887 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 rose from 0.19% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 91st-largest of 323 plans among PR employers on file, and the 1,894th of 5,215 in retail trade. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 78 to 69 since 2022.

Plan summary
Net assets, end of year$15,092,465
Participants with balances134
Active participants69
Employer contributions$268,191
Employee contributions$406,031
Employer contribution per active participant$3,887
Average account balance$112,630
Benefits paid to participants$227,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 134 accts · $268K emplr
2023$13.2M · 139 accts · $275K emplr
2022$10.8M · 168 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,546
Investment management$18,974
Trustee / custodial$34,612
Total administrative$84,132
Employer contributions to the Kimberly Clark Commercial, Inc. plan · 2024
Employer contribution per active participant$3,887
Median for plans this size$2,416
2024$3,887 per active participant
2023$3,482 per active participant
2022$3,038 per active participant

Kimberly Clark Commercial, Inc.'s 2024 employer contribution ran above 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 · 20243
FID INV INST OPS CO · Recordkeeping · Consulting$30,546
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$34,612
AON INVESTMENTS USA INC. · Investment advisory (plan)$18,911

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$84,132 · 0.60%
2023$46,887 · 0.39%
2022$25,000 · 0.19%
Similar plansRetail Trade · PR
Bella International, LLC PR$18.8M · 0.62%
Novus, Inc. PR$16.4M · 0.69%
Hvph Motor Corp. PR$12.4M · 0.50%
Motorambar, Inc. PR$8.1M · 0.44%
Autokirei LLC PR$7.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660258078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.