Plan Ledger DOL Form 5500 · updated monthly

Koch & Co., Inc.401(k)

KOCH & CO., INC. 401(K) PLAN · SENECA, KS · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Koch & Co., Inc. reported $104,741 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,103 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 fell from 0.68% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 302nd-largest of 828 plans among Kansas employers on file, and the 6,003rd of 13,661 in manufacturing. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,584,075
Participants with balances487
Active participants605
Employer contributions$667,585
Employee contributions$1,807,775
Employer contribution per active participant$1,103
Average account balance$40,214
Benefits paid to participants$1,971,742
Plan auditUnmodified (clean) audit opinion
AuditorSTEVE CONNELLY CPA MBA
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 487 accts · $668K emplr
2023$16.2M · 490 accts · $573K emplr
2022$12.6M · 544 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,741
Total administrative$104,741
The Koch & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,103
Median for plans this size$2,416
2024$1,103 per active participant
2023$897 per active participant
2022$888 per active participant

Koch & Co., Inc.'s 2024 employer contribution ran below the $2,416 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
STIFEL NICOLAUS · Recordkeeping · Trustee$58,605
ADP, INC. · Loan processing · Recordkeeping$46,136

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

Recordkeeper by year2
2024ADP, STIFEL NICOLAUS
2023ADP, STIFEL NICOLAUS

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

Administrative cost history3
2024$104,741 · 0.59%
2023$74,731 · 0.52%
2022$91,288 · 0.68%
Same employer
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Redguard, LLC KS$23.3M · 0.51%
Daily's Premium Meats, LLC KS$23.1M · 0.07%
Stouse, LLC KS$21.8M · 0.58%
Prosoco, Inc. KS$21.4M · 0.55%
Airtex Manufacturing, Lllp KS$19.5M · 0.24%
Manko Window Systems, Inc. KS$19.5M · 0.21%
Kejr, Inc. KS$18.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481090100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.