Plan Ledger DOL Form 5500 · updated monthly

Kositzka, Wicks and Company401(k)

KOSITZKA, WICKS AND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Kositzka, Wicks and Company reported $71,545 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $4,486 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 1 year on file its reported administrative ratio fell from 0.31% to 0.29%. 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 800th-largest of 2,266 plans among Virginia employers on file, and the 4,519th of 11,654 in professional & technical services. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,814,886
Participants with balances150
Active participants122
Employer contributions$547,248
Employee contributions$1,238,976
Employer contribution per active participant$4,486
Average account balance$178,766
Benefits paid to participants$577,755
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$26.8M · 150 accts · $547K emplr
2023$22.6M · 142 accts · $555K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,112
Investment management$62,433
Total administrative$71,545
The Kositzka, Wicks and Company 401(k) match · 2024
Employer contribution per active participant$4,486
Median for plans this size$2,416
2024$4,486 per active participant
2023$4,628 per active participant

Kositzka, Wicks and Company'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 · 20244
ACG ADVISORY SERVICE INC. · Investment advisory (plan)$44,579
NFP RETIREMENT, INC. · Investment advisory (plan)$16,494
EMPOWER ADVISORY GROUP, LLC · Investment management$1,359

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

Administrative cost history2
2024$71,545 · 0.29%
2023$64,345 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Virginia
Drt Strategies Inc VA$27.2M · 0.42%
Rbc, Incorporated VA$27.1M · 0.26%
IT Concepts VA$26.8M · 0.41%
Lts VA$26.8M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541342298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.