Plan Ledger DOL Form 5500 · updated monthly

Kisco Senior Living, LLC401(k)

KISCO SENIOR LIVING, LLC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Kisco Senior Living, LLC reported $68,789 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $6,485 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 2 years on file its reported administrative ratio fell from 0.36% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 3,394th-largest of 9,483 plans among California employers on file, and the 611th of 2,096 in real estate & leasing. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 90 to 118 since 2022.

Plan summary
Net assets, end of year$22,029,684
Participants with balances153
Active participants118
Employer contributions$765,244
Employee contributions$1,191,668
Employer contribution per active participant$6,485
Average account balance$143,985
Benefits paid to participants$1,523,939
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 153 accts · $765K emplr
2023$19.0M · 141 accts · $261K emplr
2022$16.1M · 130 accts · $582K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,314
Investment management$49,475
Total administrative$68,789
The Kisco Senior Living, LLC 401(k) match · 2024
Employer contribution per active participant$6,485
Median for plans this size$2,416
2024$6,485 per active participant
2023$2,418 per active participant
2022$6,463 per active participant

Kisco Senior Living, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NFP RETIREMENT INC · Investment advisory (plan)$38,492
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,314
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$10,983

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$68,789 · 0.33%
2023$57,380 · 0.33%
2022$64,453 · 0.36%
Same employer
Similar plansReal Estate & Leasing · California
Norcal Rental Group LLC CA$22.2M · 0.28%
Prime Administration, LLC CA$22.1M · 0.06%
Rp Holdings Inc CA$22.1M · 0.34%
Gleiberman Properties Inc. CA$22.0M · 0.77%
Lyon Management Group, Inc. CA$21.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133924314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.