Plan Ledger DOL Form 5500 · updated monthly

K.K.W. Holdings, Inc.ESOP

KKW HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · POMONA, CA · plan year 2024

Employer contribution per participant · 2024
$5,135

K.K.W. Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $5,612,132 across 477 participant accounts, with employer contributions averaging $5,135 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,396th of 9,483), and 1,421st of 2,677 in transportation & warehousing. active participation has shrunk from 499 to 375 since 2022.

Plan summary
Net assets, end of year$5,612,132
Participants with balances477
Active participants375
Employer contributions$1,925,706
Employee contributions—
Employer contribution per active participant$5,135
Average account balance$11,765
Benefits paid to participants$293,186
Plan auditUnmodified (clean) audit opinion
AuditorRP&B, INC., APAC
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 477 accts · $1.9M emplr
2023$5.4M · 589 accts · $1.8M emplr
2022$2.4M · 630 accts · $1.9M emplr
Employer contributions to the K.K.W. Holdings, Inc. plan · 2024
Employer contribution per active participant$5,135
Median for plans this size$1,313
2024$5,135 per active participant
2023$4,220 per active participant
2022$3,710 per active participant

K.K.W. Holdings, 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.

Administrative cost history3
2024Not separately reported
2023$360 · 0.01%
2022$134 · 0.00%
Similar plansTransportation & Warehousing · California
Winedirect, Inc. CA$6.9M · 0.47%
Paratransit, Inc. CA$6.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843524415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.