Plan Ledger DOL Form 5500 · updated monthly

Kolache Factory, Inc.401(k)

KOLACHE FACTORY, INC. 401(K) PROFIT SHARING PLAN & TRUST · KATY, TX · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Kolache Factory, Inc. reported $14,151 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $625 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,648th of 5,688), and 4,418th of 5,215 in retail trade. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,785,679
Participants with balances32
Active participants137
Employer contributions$85,587
Employee contributions$157,177
Employer contribution per active participant$625
Average account balance$87,052
Benefits paid to participants$76,680
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,151
Total administrative$14,151
The Kolache Factory, Inc. 401(k) match · 2022
Employer contribution per active participant$625
Median for plans this size$1,114

Kolache Factory, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,151 · 0.47%
Similar plansRetail Trade · Texas
Hi Tech Imports LLC TX$2.9M · 1.04%
Texas Pride Fuels LTD TX$2.9M · 0.15%
Drago Investments, LTD TX$2.9M · 0.41%
Niece Equipment LP TX$2.9M · 0.03%
Landmark Industries, LTD. TX$2.8M · 0.90%
Supergoop, LLC TX$2.8M · 0.69%
Douglass Nissan, Inc. TX$2.7M · 0.00%
Bobcat Contracting, LLC TX$2.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760206525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.