Plan Ledger DOL Form 5500 · updated monthly

Kolcraft Enterprises, Inc.401(k)

KOLCRAFT ENTERPRISES, INC. 401K PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Kolcraft Enterprises, Inc. reported $16,652 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $73 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 0.08% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,541st of 3,702), and 9,475th of 13,661 in manufacturing. In 2024, employees put in $43.82 for every $1.00 the employer contributed; active participation has shrunk from 178 to 125 since 2022.

Plan summary
Net assets, end of year$8,430,451
Participants with balances103
Active participants125
Employer contributions$9,103
Employee contributions$398,908
Employer contribution per active participant$73
Average account balance$81,849
Benefits paid to participants$1,342,993
Plan auditUnmodified (clean) audit opinion
AuditorMILLER, COOPER & CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 103 accts · $9K emplr
2023$8.3M · 123 accts · $43K emplr
2022$7.5M · 134 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,652
Total administrative$16,652
The Kolcraft Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$73
Median for plans this size$1,313
2024$73 per active participant
2023$287 per active participant
2022$611 per active participant

Kolcraft Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20245
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,184
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$802
GLOBAL RETIREMENT PARTNERS LLCindirect comp
DCS RETIRE, INC. · Other servicesindirect comp

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$16,652 · 0.20%
2023$8,271 · 0.10%
2022$6,894 · 0.08%
Same employer
Similar plansManufacturing · Illinois
Weld-Rite Service, Inc. IL$8.5M · 0.43%
New Sps, LLC IL$8.5M · 0.77%
Odyssey US LLC IL$8.4M · 0.53%
Tukaiz, LLC IL$8.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363337917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.