Plan Ledger DOL Form 5500 · updated monthly

Kims Convenience Stores, Inc401(k)

KIM'S CONVENIENCE STORES & COLE DISTRIBUTING COMPANY 401(K) PLAN · PALESTINE, TX · plan year 2022

Reported admin expense ratio · 2022
2.65%

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

Kims Convenience Stores, Inc reported $1,913 in plan administrative expenses for 2022: 2.65% of average plan assets, higher than ~75% of peers. Employer contributions averaged $105 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,630th of 5,688), and 5,171st of 5,215 in retail trade. In 2022, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,067
Participants with balances24
Active participants171
Employer contributions$17,972
Employee contributions$53,623
Employer contribution per active participant$105
Average account balance$4,586
Benefits paid to participants$15,213
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS
The Kims Convenience Stores, Inc 401(k) match · 2022
Employer contribution per active participant$105
Median for plans this size$331

Kims Convenience Stores, Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,913 · 2.65%
Same employer
Similar plansRetail Trade · Texas
Mr. Cartender, Inc. TX$528K · 0.72%
J P & a Holdings LLC TX$400K · 0.95%
Weby Corp TX$330K · 1.10%
Hari Donuts Batavia Inc. IL$120K · 0.17%
Kildeer Advisors, Inc. IL$112K · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752511775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.