Plan Ledger DOL Form 5500 · updated monthly

Kohrs Lonnemann Heil Engineers, Inc.401(k)

KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN · FORT THOMAS, KY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Kohrs Lonnemann Heil Engineers, Inc. reported $44,774 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,200 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 0.47% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 288th-largest of 871 plans among Kentucky employers on file, and the 5,508th of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,186,819
Participants with balances161
Active participants117
Employer contributions$374,445
Employee contributions$976,957
Employer contribution per active participant$3,200
Average account balance$125,384
Benefits paid to participants$1,055,441
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 161 accts · $374K emplr
2023$17.1M · 154 accts · $429K emplr
2022$14.9M · 150 accts · $338K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,774
Total administrative$44,774
The Kohrs Lonnemann Heil Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant$3,200
Median for plans this size$2,416
2024$3,200 per active participant
2023$3,863 per active participant
2022$3,072 per active participant

Kohrs Lonnemann Heil Engineers, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
WELLS FARGO ADVISORS,LLC · Investment advisory (plan)$54,047
EMPOWER ADVISORY GROUP, LLC · Investment management$7,561
BENEFIT PLANS PLUS, LLC · Contract administrator$1,250

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$44,774 · 0.24%
2023$76,309 · 0.48%
2022$73,823 · 0.47%
Same employer
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QK4 Inc. KY$23.1M · 0.44%
Universal Woods, LLC KY$19.8M · 0.46%
Universal Woods, LLC KY$18.6M · 0.44%
Health Tech Solutions LLC KY$18.5M · 0.33%
Boehl Stopher & Graves, LLP KY$17.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610700189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.