Plan Ledger DOL Form 5500 · updated monthly

Kountry Wood Products, LLC401(k)

KOUNTRY WOOD PRODUCTS 401K PROFIT SHARING PLAN · NAPPANEE, IN · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Kountry Wood Products, LLC reported $8,467 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $568 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 3 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 615th-largest of 1,562 plans among Indiana employers on file, and the 6,315th of 13,661 in manufacturing. In 2025, employees put in $4.67 for every $1.00 the employer contributed; active participation has shrunk from 431 to 289 since 2022.

Plan summary
Net assets, end of year$18,093,349
Participants with balances353
Active participants289
Employer contributions$164,129
Employee contributions$767,160
Employer contribution per active participant$568
Average account balance$51,256
Benefits paid to participants$2,730,262
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history4
Yearassets · accounts · employer contribution
2025$18.1M · 353 accts · $164K emplr
2024$16.8M · 382 accts · $432K emplr
2023$15.3M · 471 accts · $747K emplr
2022$12.5M · 453 accts · $626K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,467
Total administrative$8,467
The Kountry Wood Products, LLC 401(k) match · 2025
Employer contribution per active participant$568
Median for plans this size$2,666
2025$568 per active participant
2024$1,273 per active participant
2023$1,729 per active participant
2022$1,451 per active participant

Kountry Wood Products, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
AMERICAN FUNDS/CAPITAL BANK AND TRU · Custodial (securities) · Investment management$8,467

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

Administrative cost history4
2025$8,467 · 0.05%
2024$6,538 · 0.04%
2023$4,882 · 0.04%
2022$4,902 · 0.04%
Same employer
Similar plansManufacturing · Indiana
Accurate Castings, Inc. IN$18.3M · 0.23%
80/20, LLC IN$18.2M · 0.11%
Amatrol, Inc. IN$18.2M · 0.11%
Tasus Corporation IN$18.0M · 0.08%
Q-Edge Corporation IN$17.9M · 0.06%
Voss Automotive, Inc. IN$17.9M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 352040785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.