Plan Ledger DOL Form 5500 · updated monthly

Kirby Nagelhout Construction Company401(k)

KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Kirby Nagelhout Construction Company reported $56,664 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,266 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 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oregon (560th of 1,021), and 3,087th of 5,337 in construction. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 128 to 176 since 2022.

Plan summary
Net assets, end of year$10,063,028
Participants with balances143
Active participants176
Employer contributions$398,734
Employee contributions$903,854
Employer contribution per active participant$2,266
Average account balance$70,371
Benefits paid to participants$1,107,792
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 143 accts · $399K emplr
2023$8.4M · 134 accts · $313K emplr
2022$6.4M · 120 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,934
Investment management$26,984
Trustee / custodial$4,803
Total administrative$56,664
The Kirby Nagelhout Construction Company 401(k) match · 2024
Employer contribution per active participant$2,266
Median for plans this size$1,313
2024$2,266 per active participant
2023$2,131 per active participant
2022$2,844 per active participant

Kirby Nagelhout Construction Company's 2024 employer contribution ran above the $1,313 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
RBC WEALTH MANAGEMENT · Investment advisory (plan)$26,984
RANDALL & HURLEY, INC. · Pension consulting$20,187

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$56,664 · 0.61%
2023$46,272 · 0.63%
2022$42,713 · 0.60%
Same employer
Similar plansConstruction · Oregon
Point Monitor Corporation OR$11.7M · 0.18%
DG3, Inc. dba Dallas Glass OR$11.7M · 0.40%
A Cut Above Exteriors, Inc. OR$10.1M · 0.28%
Perfect Air Holdco LLC OR$9.3M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931129077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.