Plan Ledger DOL Form 5500 · updated monthly

Knowles Enterprises, LLC401(k)

KNOWLES ENTERPRISES, LLC 401(K) PLAN · GRAND JUNCTION, CO · plan year 2020

Reported admin expense ratio · 2020
1.00%

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

Knowles Enterprises, LLC reported $17,841 in plan administrative expenses for 2020: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,227 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,269th of 1,461), and 2,102nd of 2,677 in transportation & warehousing. In 2020, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,035,047
Participants with balances93
Active participants130
Employer contributions$159,477
Employee contributions$235,848
Employer contribution per active participant$1,227
Average account balance$21,882
Benefits paid to participants$120,655
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2022$0 · $105K emplr
2020$2.0M · 93 accts · $159K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$17,841
Total administrative$17,841
The Knowles Enterprises, LLC 401(k) match · 2020
Employer contribution per active participant$1,227
Median for plans this size$893

Knowles Enterprises, LLC's 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022Not separately reported
2020$17,841 · 1.00%
Similar plansTransportation & Warehousing · Colorado
The Jfw Corporation CO$2.8M · 1.28%
Arrow Moving & Storage CO$2.8M · 0.67%
Quality Logistics LLC CO$824K · 1.64%
Dg Coleman Inc CO$766K · 0.60%
Transpro, Inc. CO$763K · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710965827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.