Plan Ledger DOL Form 5500 · updated monthly

Kmb Concepts LLC401(k)

KMB CONCEPTS LLC / KMBO 401(K) PLAN · POWAY, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Kmb Concepts LLC reported $810 in plan administrative expenses for 2024: 0.43% 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 professional & technical services employers. By assets it is among the smaller plans on file in California (9,216th of 9,483), and 11,519th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$261,562
Participants with balances197
Active participants123
Employer contributions—
Employee contributions$148,794
Employer contribution per active participant—
Average account balance$1,328
Benefits paid to participants$16,873
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$810
Total administrative$810
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.

Administrative cost history1
2024$810 · 0.43%
Similar plansProfessional & Technical Services · California
Land Ocean Inc CA$353K · 2.35%
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Sweda Company LLC CA$268K · 0.54%
Arm Management Inc CA$248K · 1.85%
Diamond Peo, LLC CA$248K · 14.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834252092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.