Plan Ledger DOL Form 5500 · updated monthly

Koerber Supply Chain LLC401(k)

KOERBER SUPPLY CHAIN SAVINGS PLAN · DFW AIRPORT, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Koerber Supply Chain LLC reported $54,969 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,471 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 0.01% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 769th-largest of 5,688 plans among Texas employers on file, and the 2,262nd of 13,661 in manufacturing. In 2024, employees put in $1.28 for every $1.00 the employer contributed; active participation has grown from 244 to 333 since 2022.

Plan summary
Net assets, end of year$79,059,178
Participants with balances368
Active participants333
Employer contributions$2,487,793
Employee contributions$3,175,977
Employer contribution per active participant$7,471
Average account balance$214,835
Benefits paid to participants$8,208,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.1M · 368 accts · $2.5M emplr
2023$69.2M · 304 accts · $1.8M emplr
2022$58.7M · 253 accts · $640K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,552
Investment management$11,144
Total administrative$54,969
The Koerber Supply Chain LLC 401(k) match · 2024
Employer contribution per active participant$7,471
Median for plans this size$3,635
2024$7,471 per active participant
2023$6,714 per active participant
2022$2,622 per active participant

Koerber Supply Chain LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20246
EMPOWER ADVISORY GROUP, LLC · Investment management$11,144
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$4,142
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$1

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$54,969 · 0.07%
2023$37,275 · 0.06%
2022$8,133 · 0.01%
Same employer
Similar plansManufacturing · Texas
Encore Wire Corporation TX$82.5M · 19.58%
Shawcor TX$81.1M · 0.36%
Safran Seats USA LLC TX$81.1M · 0.06%
Coreslab Holdings US, Inc. TX$79.1M · 0.14%
Orion Engineered Carbons TX$77.6M · 0.09%
Alk-Abello, Inc. TX$76.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352741794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.