Plan Ledger DOL Form 5500 · updated monthly

Koch Holdings Inc.401(k)

KOCH AUTOMOTIVE GROUP 401(K) PLAN · EASTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Koch Holdings Inc. reported $9,410 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $131 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 0.13% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (1,962nd of 3,651), and the 2,044th of 5,215 in retail trade. In 2024, employees put in $17.07 for every $1.00 the employer contributed; active participation has grown from 460 to 771 since 2022.

Plan summary
Net assets, end of year$13,763,509
Participants with balances243
Active participants771
Employer contributions$100,664
Employee contributions$1,718,530
Employer contribution per active participant$131
Average account balance$56,640
Benefits paid to participants$2,083,942
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 243 accts · $101K emplr
2023$12.4M · 242 accts · $102K emplr
2022$9.6M · 197 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,410
Total administrative$9,410
The Koch Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$131
Median for plans this size$2,416
2024$131 per active participant
2023$173 per active participant
2022$194 per active participant

Koch Holdings 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,492

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

Administrative cost history3
2024$9,410 · 0.07%
2023$9,655 · 0.09%
2022$12,663 · 0.13%
Same employer
Similar plansRetail Trade · Pennsylvania
Tom Masano, Inc. PA$14.3M · 0.61%
Delaney Chevrolet, Inc. PA$14.1M · 0.43%
Transteck, Inc PA$13.6M · 0.59%
Peruzzi Buick Gmc, Inc. PA$13.5M · 0.72%
Martella's Pharmacies PA$13.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232771501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.