Plan Ledger DOL Form 5500 · updated monthly

Kings III of America, LLC401(k)

KINGS III OF AMERICA, LLC 401(K) · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.38%

Kings III of America, LLC reported $37,909 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. 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 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (2,956th of 5,688), and the 963rd of 2,534 in administrative & support services. active participation has grown from 192 to 322 since 2022.

Plan summary
Net assets, end of year$10,774,608
Participants with balances231
Active participants322
Employer contributions—
Employee contributions$1,554,894
Employer contribution per active participant—
Average account balance$46,643
Benefits paid to participants$1,056,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 231 accts
2023$9.0M · 192 accts · $335K emplr
2022$6.9M · 167 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,023
Investment management$24,886
Total administrative$37,909
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 · 20242
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$13,023
MESIROW FINANCIAL, INC. · Investment advisory (participants) · Investment advisory (plan)$24,886

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$37,909 · 0.38%
2023$39,387 · 0.49%
2022$26,942 · 0.39%
Same employer
Similar plansAdministrative & Support Services · Texas
Capio Partners, LLC TX$11.2M · 0.56%
Fircroft, Inc. TX$10.7M · 0.64%
Thr Outsourcing, LLC TX$10.6M · 1.06%
Uatp Management, LLC TX$10.3M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752411095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.