Plan Ledger DOL Form 5500 · updated monthly

Kokosing Construction Company, Inc.401(k)

THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN · FREDRICKTOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Kokosing Construction Company, Inc. reported $316,950 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,067 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 0.16% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 190th-largest of 3,295 plans among Ohio employers on file, and the 287th of 5,337 in construction. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 2,121 to 2,431 since 2022.

Plan summary
Net assets, end of year$236,045,000
Participants with balances176
Active participants2,431
Employer contributions$7,456,743
Employee contributions$13,640,124
Employer contribution per active participant$3,067
Average account balance$1,341,165
Benefits paid to participants$15,658,500
Plan auditUnmodified (clean) audit opinion
AuditorKLESHINSKI, MORRISON & MORRIS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$236.0M · 176 accts · $7.5M emplr
2023$202.7M · 2,096 accts · $6.7M emplr
2022$173.4M · 2,001 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$225,956
Investment management$90,994
Total administrative$316,950
The Kokosing Construction Company, Inc. 401(k) match · 2024
Employer contribution per active participant$3,067
Median for plans this size$3,635
2024$3,067 per active participant
2023$2,996 per active participant
2022$2,857 per active participant

Kokosing Construction Company, Inc.'s 2024 employer contribution ran below the $3,635 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
SCHWAB RETIREMENT PLAN SERVICES · Recordkeeping · Investment advisory (participants)$243,162
HIGHLAND CONSULTING ASSOCIATES · Investment management$73,638

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$316,950 · 0.14%
2023$296,995 · 0.16%
2022$291,889 · 0.16%
All plans at this employer2
THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN401(k)
KOKOSING CONSTRUCTION COMPANY, INC. UNION 401 (K) PLAN401(k)
Same employer
Similar plansConstruction · Ohio
M/I Homes, Inc. OH$216.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 311023518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.