Plan Ledger DOL Form 5500 · updated monthly

Kinex/R&M Holdco, LLC401(k)

KINEX/R&M HOLDCO, LLC SAVINGS PLAN · WAUKESHA, WI · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Kinex/R&M Holdco, LLC reported $14,433 in plan administrative expenses for 2025: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $799 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 fell from 0.30% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,442nd of 1,936), and 9,821st of 13,661 in manufacturing. In 2025, employees put in $5.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,671,020
Participants with balances226
Active participants182
Employer contributions$145,363
Employee contributions$802,229
Employer contribution per active participant$799
Average account balance$33,943
Benefits paid to participants$717,908
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history4
Yearassets · accounts · employer contribution
2025$7.7M · 226 accts · $145K emplr
2024$6.4M · 221 accts
2023$5.4M · 213 accts · $131K emplr
2022$4.2M · 215 accts · $138K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$14,433
Total administrative$14,433
The Kinex/R&M Holdco, LLC 401(k) match · 2025
Employer contribution per active participant$799
Median for plans this size$1,464
2025$799 per active participant
2023$772 per active participant
2022$772 per active participant

Kinex/R&M Holdco, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ROBERT W. BAIRD & CO. INCORPORATEDindirect comp

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

Administrative cost history4
2025$14,433 · 0.21%
2024$12,755 · 0.22%
2023$12,158 · 0.25%
2022$12,946 · 0.30%
Same employer
Similar plansManufacturing · Wisconsin
McNally Industries, LLC WI$7.9M · 0.56%
SA Automotive, LTD. WI$7.8M · 0.87%
Wb Manufacturing, LLC WI$7.8M · 0.40%
Nasonville Dairy, Inc. WI$7.8M · 0.07%
American Phoenix, Inc. WI$7.6M · 1.11%
Saris Cycling Group WI$7.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800953249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.