Plan Ledger DOL Form 5500 · updated monthly

Kla Schools401(k)

KLA SCHOOLS 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.20%

Kla Schools reported $166 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,614th of 3,644), and 11,797th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$83,835
Participants with balances152
Active participants313
Employer contributions—
Employee contributions$23,449
Employer contribution per active participant—
Average account balance$552
Plan auditUnmodified (clean) audit opinion
AuditorPEREZ & CO. FINANCIAL AUDITORS, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166
Total administrative$166
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$166

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

Administrative cost history1
2024$166 · 0.20%
Similar plansHealth Care & Social Assistance · Florida
His House Childrens Home FL$155K · 0.17%
Genesis Healthcare LLC FL$154K · 0.44%
Orchid Medical Inc. FL$30K · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262514732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.