Plan Ledger DOL Form 5500 · updated monthly

Kkw Trucking, Inc.401(k)

KKW TRUCKING, INC. 401(K) PROFIT SHARING AND RETIREMENT TRUST · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Kkw Trucking, Inc. reported $79,150 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $664 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 0.66% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (4,775th of 9,483), and the 984th of 2,677 in transportation & warehousing. In 2024, employees put in $4.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,925,501
Participants with balances469
Active participants400
Employer contributions$265,722
Employee contributions$1,102,109
Employer contribution per active participant$664
Average account balance$27,560
Benefits paid to participants$2,413,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 469 accts · $266K emplr
2023$12.4M · $217K emplr
2022$8.7M · 461 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,943
Investment management$12,207
Audit (IQPA)$10,000
Total administrative$79,150
The Kkw Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$664
Median for plans this size$2,416
2024$664 per active participant
2022$437 per active participant

Kkw Trucking, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
ROORDA PIQUET & BESSEE INC · Accounting / audit$10,000
EMPOWER ADVISORY GROUP, LLC · Investment management$6,582
NFP RETIREMENT INC · Investment advisory (plan)$5,625

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$79,150 · 0.62%
2023$72,034 · 0.68%
2022$61,032 · 0.66%
Same employer
Similar plansTransportation & Warehousing · California
Roadone West, Inc. CA$13.0M · 0.73%
Binex CA$12.9M · 0.44%
Ventura Transfer Company CA$12.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952234403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.