Plan Ledger DOL Form 5500 · updated monthly

Kiwanda Hospitality Group, LTD401(k)

KHG 401K PLAN · PACIFIC CITY, OR · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Kiwanda Hospitality Group, LTD reported $31,930 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $676 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 rose from 0.02% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (798th of 1,021), and the 997th of 2,240 in accommodation & food services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 222 to 319 since 2022.

Plan summary
Net assets, end of year$4,145,235
Participants with balances116
Active participants319
Employer contributions$215,504
Employee contributions$404,770
Employer contribution per active participant$676
Average account balance$35,735
Benefits paid to participants$704,948
Plan auditUnmodified (clean) audit opinion
AuditorVERITY ACCOUNTANCY
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 116 accts · $216K emplr
2023$3.7M · 132 accts · $231K emplr
2022$2.8M · 106 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,930
Total administrative$31,930
The Kiwanda Hospitality Group, LTD 401(k) match · 2024
Employer contribution per active participant$676
Median for plans this size$1,313
2024$676 per active participant
2023$504 per active participant
2022$903 per active participant

Kiwanda Hospitality Group, LTD's 2024 employer contribution ran below 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$31,930

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,930 · 0.81%
2023$20,453 · 0.63%
2022$500 · 0.02%
Same employer
Similar plansAccommodation & Food Services · Oregon
Columbia Room Inc OR$4.9M · 0.00%
Elephants Food Group Inc. OR$4.9M · 0.69%
Aspen Lodging Group LLC OR$4.2M · 1.41%
Escape Lodging, LLC OR$3.7M · 0.68%
The Allison Inn & Spa LLC OR$2.5M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205332791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.