Plan Ledger DOL Form 5500 · updated monthly

Koury Engineering and Testing401(k)

KOURY ENGINEERING AND TESTING 401(K) PROFIT SHARING PLAN & TRUST · CHINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

Koury Engineering and Testing reported $13,110 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. 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 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,603rd of 9,483), and 10,353rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,516,361
Participants with balances165
Active participants94
Employer contributions—
Employee contributions$346,017
Employer contribution per active participant—
Average account balance$21,311
Benefits paid to participants$339,440
Plan auditUnmodified (clean) audit opinion
AuditorROORDA PIQUET AND BESSEE INC
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 165 accts
2023$2.9M · 152 accts
2022$2.4M · 146 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,931
Investment management$679
Total administrative$13,110
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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$12,730

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$13,110 · 0.41%
2023$10,400 · 0.39%
2022$10,108 · 0.43%
Similar plansProfessional & Technical Services · California
Faze Clan Inc CA$3.6M · 0.11%
Orangepeople, LLC CA$3.5M · 0.92%
Signature Analytics, LLC CA$3.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954794329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.