Plan Ledger DOL Form 5500 · updated monthly

Kimberly Key Courtesy401(k)

KIMBERLY KEY COURTESY 401(K) PLAN · MOLINE, IL · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

Kimberly Key Courtesy reported $35,709 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $222 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,581st of 3,702), and 3,001st of 5,215 in retail trade. In 2023, employees put in $11.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,161,254
Participants with balances151
Active participants175
Employer contributions$38,903
Employee contributions$465,638
Employer contribution per active participant$222
Average account balance$54,048
Benefits paid to participants$305,930
Plan auditUnmodified (clean) audit opinion
AuditorCARPENTIER MITCHELL GODDARD & CO LL
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 131 accts · $32K emplr
2023$8.2M · 151 accts · $39K emplr
2022$6.6M · 152 accts · $43K emplr
Administrative expenses, itemized · 2023
Investment management$35,709
Total administrative$35,709
The Kimberly Key Courtesy 401(k) match · 2023
Employer contribution per active participant$222
Median for plans this size$1,308
2024$237 per active participant
2023$222 per active participant
2022$244 per active participant

Kimberly Key Courtesy's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CLINTON NATIONAL BANK · Trustee · Investment management$35,709

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$38,541 · 0.49%
2023$35,709 · 0.48%
2022$37,194 · 0.48%
Similar plansRetail Trade · Illinois

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 901257611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.