Plan Ledger DOL Form 5500 · updated monthly

Kpg Healthcare, LLC401(k)

KPG HEALTHCARE, LLC RETIREMENT SAVINGS PLAN · SCOTTSDALE, AZ · plan year 2025

Reported admin expense ratio · 2025
1.33%

Kpg Healthcare, LLC reported $39,187 in plan administrative expenses for 2025: 1.33% of average plan assets, higher than ~90% of peers. 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 4 years on file its reported administrative ratio has held roughly steady near 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (960th of 1,285), and 10,483rd of 11,654 in professional & technical services. active participation has shrunk from 300 to 143 since 2022.

Plan summary
Net assets, end of year$3,162,336
Participants with balances99
Active participants143
Employer contributions—
Employee contributions$399,966
Employer contribution per active participant—
Average account balance$31,943
Benefits paid to participants$374,902
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$3.2M · 99 accts
2024$2.7M · 109 accts
2023$2.2M · 111 accts
2022$1.4M · 108 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,111
Investment management$19,076
Total administrative$39,187
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
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$20,111
VON BERGE WEALTH MANAGEMENT · Investment advisory (participants)$14,206

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

Recordkeeper by year3
2025Slavic401k
2024Slavic401k
2023Slavic401k

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$39,187 · 1.33%
2024$33,832 · 1.36%
2023$25,823 · 1.43%
2022$15,302 · 1.27%
Same employer
Similar plansProfessional & Technical Services · Arizona
ENGAGE3, LLC AZ$3.3M · 0.14%
Valor IT Inc AZ$2.8M · 1.64%
Historic Palm LLC AZ$2.8M · 1.30%
Cash Time Title Loans Inc AZ$2.7M · 0.81%
Kt Consulting - Az, LLC AZ$2.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453758041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.