Plan Ledger DOL Form 5500 · updated monthly

Kleinert, Kutz & Associates Hand Care Ctr, PLLC401(k)

KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Kleinert, Kutz & Associates Hand Care Ctr, PLLC reported $14,538 in plan administrative expenses for 2022: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,088 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 1 year on file its reported administrative ratio rose from 0.10% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 396th-largest of 871 plans among Kentucky employers on file, and the 4,802nd of 11,911 in health care & social assistance. In 2022, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,481,906
Participants with balances166
Active participants108
Employer contributions$225,487
Employee contributions$498,967
Employer contribution per active participant$2,088
Average account balance$81,216
Benefits paid to participants$660,916
Plan auditUnmodified (clean) audit opinion
AuditorDEMING MALONE LIVESAY & OSTROFF CPA
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$13.1M · 163 accts · $227K emplr
2022$13.5M · 166 accts · $225K emplr
Administrative expenses, itemized · 2022
Investment management$14,538
Total administrative$14,538
The Kleinert, Kutz & Associates Hand Care Ctr, PLLC 401(k) match · 2022
Employer contribution per active participant$2,088
Median for plans this size$2,266

Kleinert, Kutz & Associates Hand Care Ctr, PLLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$14,876 · 0.11%
2022$14,538 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Russell County Hospital KY$15.0M · 0.70%
Versant Dental, PLLC KY$14.7M · 0.33%
Commonwealth Dental Group KY$14.6M · 0.51%
Winterwood, Inc. KY$13.0M · 0.60%
Healthfirst Bluegrass Inc KY$12.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610572253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.