Plan Ledger DOL Form 5500 · updated monthly

Kocsis Brothers Machine Co.401(k)

KOCSIS BROS. MACHINE CO. EMPLOYEES' PROFIT SHARING & SAVI · ALSIP, IL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Kocsis Brothers Machine Co. reported $26,437 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $667 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 0.32% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,624th of 3,702), and 9,755th of 13,661 in manufacturing. In 2024, employees put in $6.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,811,407
Participants with balances117
Active participants106
Employer contributions$70,753
Employee contributions$474,615
Employer contribution per active participant$667
Average account balance$66,764
Benefits paid to participants$582,100
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 117 accts · $71K emplr
2023$7.1M · 128 accts · $48K emplr
2022$6.0M · 122 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,226
Investment management$22,211
Total administrative$26,437
The Kocsis Brothers Machine Co. 401(k) match · 2024
Employer contribution per active participant$667
Median for plans this size$1,313
2024$667 per active participant
2023$406 per active participant
2022$657 per active participant

Kocsis Brothers Machine Co.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$22,211
ADP, INC. · Loan processing · Recordkeeping$4,226

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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$26,437 · 0.35%
2023$21,027 · 0.32%
2022$21,158 · 0.32%
Similar plansManufacturing · Illinois
Iplastics LLC IL$8.1M · 0.64%
Morgan Li, LLC IL$8.1M · 0.08%
Abrasive-Form, LLC IL$7.8M · 0.32%
Medwest Associates, Inc IL$7.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362643939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.