Plan Ledger DOL Form 5500 · updated monthly

Kobussen Buses, LTD.401(k)

KOBUSSEN BUSES, LTD. 401(K) PROFIT SHARING PLAN · LITTLE CHUTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Kobussen Buses, LTD. reported $43,926 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $111 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,383rd of 1,936), and the 1,264th of 2,677 in transportation & warehousing. In 2024, employees put in $5.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,390,266
Participants with balances289
Active participants1,001
Employer contributions$110,891
Employee contributions$608,055
Employer contribution per active participant$111
Average account balance$29,032
Benefits paid to participants$472,376
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 289 accts · $111K emplr
2023$6.9M · 252 accts · $101K emplr
2022$5.2M · 229 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,496
Investment management$37,430
Total administrative$43,926
The Kobussen Buses, LTD. 401(k) match · 2024
Employer contribution per active participant$111
Median for plans this size$1,313
2024$111 per active participant
2023$104 per active participant
2022$94 per active participant

Kobussen Buses, LTD.'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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$35,060

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$43,926 · 0.58%
2023$35,060 · 0.58%
2022$34,141 · 0.57%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Sutton Transport, Inc. WI$8.9M · 1.47%
Rands Trucking, Inc. WI$8.2M · 0.28%
Veriha Trucking, Inc. WI$7.8M · 0.91%
Christopher Morgan, LLC WI$7.5M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391047033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.