Plan Ledger DOL Form 5500 · updated monthly

Koury Corporation401(k)

KOURY CORPORATION 401(K) / PROFIT SHARING RETIREMENT PLAN · GREENSBORO, NC · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Koury Corporation reported $20,721 in plan administrative expenses for 2025: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $849 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 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 587th-largest of 2,005 plans among North Carolina employers on file, and the 479th of 2,096 in real estate & leasing. In 2025, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 682 to 864 since 2022.

Plan summary
Net assets, end of year$28,373,066
Participants with balances959
Active participants864
Employer contributions$733,936
Employee contributions$1,767,265
Employer contribution per active participant$849
Average account balance$29,586
Benefits paid to participants$2,241,010
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$28.4M · 959 accts · $734K emplr
2024$23.5M · 884 accts · $742K emplr
2023$21.1M · 811 accts · $635K emplr
2022$16.4M · 245 accts · $299K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$9,996
Investment management$10,725
Total administrative$20,721
The Koury Corporation 401(k) match · 2025
Employer contribution per active participant$849
Median for plans this size$2,666
2025$849 per active participant
2024$857 per active participant
2023$728 per active participant
2022$438 per active participant

Koury Corporation'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 · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,725
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,996

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$20,721 · 0.08%
2024$17,535 · 0.08%
2023$15,658 · 0.08%
2022$12,553 · 0.07%
Same employer
Similar plansReal Estate & Leasing · North Carolina
Foundry Commercial, LLC NC$48.7M · 0.11%
Crescent Communities, LLC NC$44.4M · 0.05%
O.R. Colan Associates, LLC NC$27.6M · 0.38%
Grubb Management, LLC NC$21.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 566030766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.