Plan Ledger DOL Form 5500 · updated monthly

Kirkwood Holding Inc.401(k)

KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Kirkwood Holding Inc. reported $80,429 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,385 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 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,199th-largest of 3,295 plans among Ohio employers on file, and the 5,412th of 13,661 in manufacturing. In 2024, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,081,519
Participants with balances183
Active participants147
Employer contributions$203,607
Employee contributions$746,040
Employer contribution per active participant$1,385
Average account balance$126,129
Benefits paid to participants$4,281,434
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY AND NOVOTNY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 183 accts · $204K emplr
2023$22.9M · 200 accts · $255K emplr
2022$22.7M · 208 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,683
Investment management$38,281
Total administrative$80,429
The Kirkwood Holding Inc. 401(k) match · 2024
Employer contribution per active participant$1,385
Median for plans this size$2,416
2024$1,385 per active participant
2023$1,687 per active participant
2022$1,630 per active participant

Kirkwood Holding Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$38,281

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$80,429 · 0.35%
2023$79,136 · 0.35%
2022$84,311 · 0.34%
All plans at this employer2
KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLANESOP
KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN401(k)
Same employer
Similar plansManufacturing · Ohio
Process Technology OH$23.4M · 0.23%
Willowwood Global, LLC OH$23.2M · 0.30%
Kaufman Container Company OH$22.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201657242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.