Plan Ledger DOL Form 5500 · updated monthly

Kmd Brands401(k)

KMD BRANDS NORTH AMERICA 401K PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Kmd Brands reported $47,793 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $995 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 fell from 1.03% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,371st of 9,483), and 10,228th of 13,661 in manufacturing. In 2024, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,901,134
Participants with balances443
Active participants274
Employer contributions$272,727
Employee contributions$762,499
Employer contribution per active participant$995
Average account balance$15,578
Benefits paid to participants$1,302,259
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.9M · 443 accts · $273K emplr
2023$4.2M · 377 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,399
Investment management$18,394
Total administrative$47,793
The Kmd Brands 401(k) match · 2024
Employer contribution per active participant$995
Median for plans this size$1,313
2024$995 per active participant
2023$389 per active participant

Kmd Brands's 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,399
MMA SECURITIES · Investment advisory (plan)$16,152

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$47,793 · 0.86%
2023$39,834 · 1.03%
Similar plansManufacturing · California
Killion Industries, Inc. CA$7.0M · 0.37%
Donsuemor, Inc. CA$7.0M · 0.19%
Sun Bum LLC CA$6.9M · 0.51%
Sound Agriculture Company CA$6.9M · 0.10%
Label-Aire, Inc. CA$6.8M · 0.38%
Aranda Tooling, Inc. CA$6.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611877172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.