Plan Ledger DOL Form 5500 · updated monthly

Kost USA, LLC401(k)

KOST USA, LLC 401(K) RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Kost USA, LLC reported $30,434 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,636 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 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,787th of 3,295), and 7,906th of 13,661 in manufacturing. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,390,879
Participants with balances386
Active participants354
Employer contributions$579,311
Employee contributions$1,410,340
Employer contribution per active participant$1,636
Average account balance$32,101
Benefits paid to participants$1,384,892
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$0
2024$12.4M · 386 accts · $579K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,252
Investment management$5,723
Trustee / custodial$1,617
Total administrative$30,434
The Kost USA, LLC 401(k) match · 2024
Employer contribution per active participant$1,636
Median for plans this size$1,313

Kost USA, LLC's 2024 employer contribution ran above the $1,313 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 · 20244
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$23,094
CREATIVE PLANNING LLC · Investment advisory (plan)$3,458
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$2,265
MATRIX TRUST COMPANY LLC · Custodial (securities)$1,617

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

Administrative cost history2
2025Not separately reported
2024$30,434 · 0.35%
Similar plansManufacturing · Ohio
Glunt Industries, Inc. OH$12.5M · 0.30%
The Apex Paper Box Company OH$12.5M · 0.11%
Engineered Profiles LLC OH$12.4M · 0.16%
Ace Sanitary Holdings Inc OH$12.4M · 1.17%
Skilled Care Pharmacy, Inc. OH$12.3M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133063500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.