Plan Ledger DOL Form 5500 · updated monthly

Koller Enterprises, Inc.401(k)

KOLLER ENTERPRISES 401(K) PLAN · FENTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Koller Enterprises, Inc. reported $78,568 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,378 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 0.38% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 534th-largest of 1,393 plans among Missouri employers on file, and the 5,326th of 13,661 in manufacturing. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 281 to 380 since 2022.

Plan summary
Net assets, end of year$23,636,954
Participants with balances335
Active participants380
Employer contributions$523,782
Employee contributions$1,250,274
Employer contribution per active participant$1,378
Average account balance$70,558
Benefits paid to participants$2,320,284
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 335 accts · $524K emplr
2023$21.2M · 295 accts · $522K emplr
2022$17.6M · 274 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,797
Investment management$28,771
Total administrative$78,568
The Koller Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,378
Median for plans this size$2,416
2024$1,378 per active participant
2023$1,751 per active participant
2022$1,786 per active participant

Koller Enterprises, Inc.'s 2024 employer contribution ran below 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,797
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,771

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$78,568 · 0.35%
2023$75,071 · 0.39%
2022$74,601 · 0.38%
Same employer
Similar plansManufacturing · Missouri
Burd & Fletcher Company MO$25.2M · 0.38%
Centurion Investments, Inc. MO$24.5M · 0.37%
Duvel Moortgat USA, LTD MO$24.3M · 0.27%
C.A.P.S. Inc. MO$24.1M · 0.05%
Detroit Tool Metal Products MO$23.2M · 0.11%
Weissman Designs for Dance MO$23.2M · 0.10%
Confluent Holdings, LLC MO$22.5M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430608772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.