Plan Ledger DOL Form 5500 · updated monthly

Kittrich Corporation401(k)

KITTRICH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Kittrich Corporation reported $18,793 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,764th of 9,483), and 12,183rd of 13,661 in manufacturing. active participation has shrunk from 375 to 336 since 2022.

Plan summary
Net assets, end of year$3,172,568
Participants with balances370
Active participants336
Employer contributions$0
Employee contributions$400,503
Employer contribution per active participant$0
Average account balance$8,575
Benefits paid to participants$437,603
Plan auditQualified audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 370 accts
2023$2.9M · 370 accts
2022$2.6M · 364 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,420
Investment management$7,513
Trustee / custodial$860
Total administrative$18,793
The Kittrich Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Kittrich Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
PAYCHEX, INC. · Recordkeeping$10,356
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (participants)$7,513

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

Recordkeeper by year2
2024Paychex
2023Paychex, Raymond James

This plan has changed recordkeepers within these filings. If you left Kittrich Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,793 · 0.62%
2023$16,883 · 0.62%
2022$16,798 · 0.61%
Same employer
Similar plansManufacturing · California
Ambiance Apparel CA$3.2M · 0.29%
White Labs CA$3.2M · 0.74%
Colorescience, Inc. CA$3.2M · 0.16%
Tempo Automation, Inc. CA$3.1M · 0.13%
Juneshine, Inc. CA$3.1M · 0.23%
Best Sanitizers, Inc. CA$3.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953238240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.