Plan Ledger DOL Form 5500 · updated monthly

Kottkes' Bus Service, Inc.401(k)

KOTTKES' BUS SERVICE, INC. RETIREMENT SAVINGS PLAN · ANDOVER, MN · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Kottkes' Bus Service, Inc. reported $2,594 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $643 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 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Minnesota (1,697th of 1,918), and 1,892nd of 2,677 in transportation & warehousing. In 2022, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,335,640
Participants with balances92
Active participants106
Employer contributions$68,202
Employee contributions$181,675
Employer contribution per active participant$643
Average account balance$36,257
Benefits paid to participants$130,737
Plan auditUnmodified (clean) audit opinion
AuditorELLINGSON & ELLINGSON, LTD.
Administrative expenses, itemized · 2022
Professional / advisory$2,150
Total administrative$2,594
The Kottkes' Bus Service, Inc. 401(k) match · 2022
Employer contribution per active participant$643
Median for plans this size$1,114

Kottkes' Bus Service, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,594 · 0.08%
Similar plansTransportation & Warehousing · Minnesota
Kottke Trucking, Inc. MN$2.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410847109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.