Plan Ledger DOL Form 5500 · updated monthly

Kokatat, Inc.401(k)

KOKATAT, INC. 401(K) PLAN · ARCATA, CA · plan year 2023

Reported admin expense ratio · 2023
0.69%

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

Kokatat, Inc. reported $38,773 in plan administrative expenses for 2023: 0.69% of average plan assets, above the peer median. Employer contributions averaged $815 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 0.84% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,705th of 9,483), and 10,728th of 13,661 in manufacturing. In 2023, employees put in $2.50 for every $1.00 the employer contributed; active participation has shrunk from 134 to 118 since 2022.

Plan summary
Net assets, end of year$5,915,565
Participants with balances127
Active participants118
Employer contributions$96,185
Employee contributions$240,670
Employer contribution per active participant$815
Average account balance$46,579
Benefits paid to participants$424,060
Plan auditUnmodified (clean) audit opinion
AuditorD.H. SCOTT & COMPANY, CPA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 108 accts · $116K emplr
2023$5.9M · 127 accts · $96K emplr
2022$5.4M · 124 accts · $127K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,773
Total administrative$38,773
The Kokatat, Inc. 401(k) match · 2023
Employer contribution per active participant$815
Median for plans this size$1,308
2024$1,116 per active participant
2023$815 per active participant
2022$950 per active participant

Kokatat, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BIDWELL CONSULTING SERVICES · Recordkeeping$3,150
NEWPORT GROUP, INC. · Investment advisory (plan)$35,623

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

Recordkeeper by year2
2024BIDWELL CONSULTING SERVICES
2023BIDWELL CONSULTING SERVICES

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

Administrative cost history3
2024$40,514 · 0.78%
2023$38,773 · 0.69%
2022$46,430 · 0.84%
Similar plansManufacturing · California
Coast Sign, Inc. CA$5.9M · 0.73%
Cuberg, Inc. CA$5.9M · 0.61%
Reuland Electric Company CA$5.9M · 0.59%
Pulp Studio Inc. CA$5.9M · 0.82%
Material in Motion CA$5.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942844025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.