Plan Ledger DOL Form 5500 · updated monthly

Kl&A, Inc.401(k)

KL&A, INC. 401(K) PLAN AND TRUST · GOLDEN, CO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Kl&A, Inc. reported $66,033 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,249 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 has held roughly steady near 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 588th-largest of 1,461 plans among Colorado employers on file, and 6,066th of 11,654 in professional & technical services. In 2024, employees put in $4.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,279,721
Participants with balances125
Active participants110
Employer contributions$247,409
Employee contributions$1,160,673
Employer contribution per active participant$2,249
Average account balance$138,238
Benefits paid to participants$79,060
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$17.3M · 125 accts · $247K emplr
2023$13.5M · 123 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,286
Investment management$41,930
Total administrative$66,033
The Kl&A, Inc. 401(k) match · 2024
Employer contribution per active participant$2,249
Median for plans this size$2,416
2024$2,249 per active participant
2023$2,103 per active participant

Kl&A, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
NFP RETIREMENT INC. · Investment advisory (plan)$35,606
EMPOWER ADVISORY GROUP, LLC · Investment management$6,324
ACEC RETIREMENT TRUST$3,817

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

Administrative cost history2
2024$66,033 · 0.43%
2023$53,542 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Colorado
Bcer Engineering Inc CO$18.0M · 0.40%
Sondermind, Inc. CO$17.5M · 0.43%
Codefied Inc. CO$17.3M · 0.65%
Knight Piesold and Co. CO$17.0M · 0.20%
Spinnaker Support, LLC CO$16.8M · 0.12%
Westrian Group, Inc. CO$16.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943216913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.