Plan Ledger DOL Form 5500 · updated monthly

Kompass Kapital Management LLC401(k)

KOMPASS KAPITAL MANAGEMENT, LLC 401(K) RETIREMENT · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Kompass Kapital Management LLC reported $54,621 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $5,746 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 0.49% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 319th-largest of 828 plans among Kansas employers on file, and 5,852nd of 11,654 in professional & technical services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 383 to 463 since 2022.

Plan summary
Net assets, end of year$18,374,235
Participants with balances661
Active participants463
Employer contributions$2,660,399
Employee contributions$2,173,509
Employer contribution per active participant$5,746
Average account balance$27,798
Benefits paid to participants$1,556,899
Plan auditUnmodified (clean) audit opinion
AuditorMARKSNELSON LLC, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 661 accts · $2.7M emplr
2023$12.0M · 280 accts · $37K emplr
2022$11.9M · 254 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,411
Investment management$25,350
Trustee / custodial$860
Total administrative$54,621
The Kompass Kapital Management LLC 401(k) match · 2024
Employer contribution per active participant$5,746
Median for plans this size$2,416
2024$5,746 per active participant
2023$82 per active participant
2022$2,971 per active participant

Kompass Kapital Management LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
PAYCHEX, INC. · Recordkeeping$22,872
AIC FBO TFB ADVISORS, LLC · Investment advisory (participants)$16,712
AMERITAS ADVISORY SERVICES, LLC · Investment advisory (participants)$8,638

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

Recordkeeper by year2
2024Paychex
2023Paychex

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Administrative cost history3
2024$54,621 · 0.36%
2023$60,630 · 0.51%
2022$117,791 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Kansas
Pivot Intermediary, Inc. KS$19.9M · 0.02%
Marksnelson LLC KS$19.8M · 0.30%
Genuen LLC KS$19.3M · 0.29%
Dpra, Incorporated KS$18.5M · 0.19%
Integris Bioservices, LLC KS$17.9M · 0.28%
Cartesian, Inc. KS$17.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465627934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.