Plan Ledger DOL Form 5500 · updated monthly

Kpi Concepts, LLC401(k)

KPI CONCEPTS, LLC 401(K) PLAN · WEST BURLINGTON, IA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Kpi Concepts, LLC reported $29,677 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,418 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 2 years on file its reported administrative ratio fell from 0.81% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Iowa (653rd of 878), and 10,307th of 13,661 in manufacturing. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,739,638
Participants with balances116
Active participants100
Employer contributions$141,763
Employee contributions$308,584
Employer contribution per active participant$1,418
Average account balance$58,100
Benefits paid to participants$319,535
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT CONSUL
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 116 accts · $142K emplr
2023$5.6M · 126 accts · $138K emplr
2022$4.0M · 136 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,677
Total administrative$29,677
The Kpi Concepts, LLC 401(k) match · 2024
Employer contribution per active participant$1,418
Median for plans this size$1,313
2024$1,418 per active participant
2023$1,306 per active participant
2022$1,304 per active participant

Kpi Concepts, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$13,258
IRON HORSE WEALTH MGMT · Investment management$18,639

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$29,677 · 0.48%
2023$18,065 · 0.37%
2022$34,676 · 0.81%
Same employer
Similar plansManufacturing · Iowa
Sioux City Foundry Co IA$7.3M · 0.50%
Addoco, Inc. IA$7.2M · 0.53%
Behnke Enterprises, Inc. IA$7.1M · 1.08%
Hahn Ready-Mix Company IA$6.8M · 0.69%
Cemen Tech Holdings IA$6.5M · 0.83%
Green Products Company IA$6.2M · 0.57%
Lomont Molding, LLC IA$5.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830710883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.