Plan Ledger DOL Form 5500 · updated monthly

Kotis Design, LLC401(k)

KOTIS DESIGN, LLC. 401(K) RETIREMENT SAVINGS PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Kotis Design, LLC reported $21,497 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $784 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 0.43% to 0.28%. 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 Washington (1,170th of 1,714), and 9,666th of 13,661 in manufacturing. In 2024, employees put in $7.70 for every $1.00 the employer contributed; active participation has shrunk from 183 to 109 since 2022.

Plan summary
Net assets, end of year$8,025,778
Participants with balances182
Active participants109
Employer contributions$85,403
Employee contributions$657,826
Employer contribution per active participant$784
Average account balance$44,098
Benefits paid to participants$1,036,720
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 182 accts · $85K emplr
2023$7.1M · 180 accts · $107K emplr
2022$5.9M · 216 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,742
Investment management$3,755
Total administrative$21,497
The Kotis Design, LLC 401(k) match · 2024
Employer contribution per active participant$784
Median for plans this size$1,313
2024$784 per active participant
2023$935 per active participant
2022$581 per active participant

Kotis Design, LLC's 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,742

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$21,497 · 0.28%
2023$21,030 · 0.32%
2022$27,324 · 0.43%
Similar plansManufacturing · Washington
National Products, Inc. WA$8.6M · 0.90%
Asko Processing, Inc. WA$8.5M · 0.45%
E&E Foods, Inc. WA$8.2M · 0.61%
Paxton Hardwoods LLC WA$7.9M · 0.13%
Altek, Inc. WA$7.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331071366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.