Plan Ledger DOL Form 5500 · updated monthly

Kmsjr, Inc.401(k)

KILIAN MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN · WEST BEND, WI · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Kmsjr, Inc. reported $60,256 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $113 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 rose from 0.03% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,443rd of 1,936), and 8,810th of 11,654 in professional & technical services. In 2024, employees put in $6.88 for every $1.00 the employer contributed; active participation has grown from 365 to 466 since 2022.

Plan summary
Net assets, end of year$7,654,300
Participants with balances232
Active participants466
Employer contributions$52,499
Employee contributions$361,102
Employer contribution per active participant$113
Average account balance$32,993
Benefits paid to participants$610,405
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 232 accts · $52K emplr
2023$6.9M · 318 accts · $54K emplr
2022$5.9M · 322 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,272
Investment management$22,090
Trustee / custodial$2,364
Total administrative$60,256
The Kmsjr, Inc. 401(k) match · 2024
Employer contribution per active participant$113
Median for plans this size$1,313
2024$113 per active participant
2023$109 per active participant
2022$128 per active participant

Kmsjr, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
SENTINEL BENEFITS GROUP, LLC · Recordkeeping · Consulting$35,271
SENTINEL PENSION ADVISORS · Investment advisory (participants) · Investment advisory (plan)$22,090

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,256 · 0.83%
2023$38,221 · 0.60%
2022$2,080 · 0.03%
Similar plansProfessional & Technical Services · Wisconsin
Keylink Holdings, LLC WI$9.0M · 0.72%
Codeworks, L.L.C WI$8.7M · 0.60%
Capps LLC WI$7.0M · 0.10%
The Infosoft Group LLC WI$6.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873908051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.