Plan Ledger DOL Form 5500 · updated monthly

Kiwico, Inc.401(k)

KIWICO, INC. 401(K) PLAN · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Kiwico, Inc. reported $15,982 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,761 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 0.19% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,481st of 9,483), and 2,643rd of 5,215 in retail trade. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,907,231
Participants with balances209
Active participants148
Employer contributions$556,622
Employee contributions$1,362,082
Employer contribution per active participant$3,761
Average account balance$47,403
Benefits paid to participants$710,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 209 accts · $557K emplr
2023$7.6M · 223 accts · $543K emplr
2022$5.3M · 268 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,187
Investment management$11,795
Total administrative$15,982
The Kiwico, Inc. 401(k) match · 2024
Employer contribution per active participant$3,761
Median for plans this size$1,313
2024$3,761 per active participant
2023$3,482 per active participant
2022$4,145 per active participant

Kiwico, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$15,982

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$15,982 · 0.18%
2023$12,309 · 0.19%
2022$9,269 · 0.19%
Same employer
Similar plansRetail Trade · California
Los Feliz Ford, Inc. CA$10.0M · 0.02%
Porto's Bakery, Inc. CA$10.0M · 0.39%
Concord Feed & Fuel, Inc. CA$10.0M · 0.01%
Samys Camera, Inc. CA$9.9M · 0.61%
South Bay Ford CA$9.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274914249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.