Plan Ledger DOL Form 5500 · updated monthly

Krieg Devault LLP401(k)

KRIEG DEVAULT PROFIT SHARING PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Krieg Devault LLP reported $212,833 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $16,565 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 has held roughly steady near 0.202%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 144th-largest of 1,562 plans among Indiana employers on file, and the 1,439th of 11,654 in professional & technical services. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$105,317,651
Participants with balances282
Active participants166
Employer contributions$2,749,829
Employee contributions$2,009,625
Employer contribution per active participant$16,565
Average account balance$373,467
Benefits paid to participants$19,923,987
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$105.3M · 282 accts · $2.7M emplr
2023$105.2M · 283 accts · $2.4M emplr
2022$91.9M · 272 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,026
Investment management$138,547
Audit (IQPA)$22,260
Total administrative$212,833
The Krieg Devault LLP 401(k) match · 2024
Employer contribution per active participant$16,565
Median for plans this size$3,635
2024$16,565 per active participant
2023$14,744 per active participant
2022$14,558 per active participant

Krieg Devault LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$55,714
WOODLEY FARRA MANION PORTFOLIO · Investment advisory (participants)$73,068
PROCOURSE FIDUCIARY ADVISORS · Investment management$26,200
FORVIS MAZARS,LLP · Accounting / audit$22,260
BRUCKE FINANCIAL INC · Investment advisory (participants)$16,449
PELOTON WEALTH STRATEGISTS INC · Investment advisory (participants)$14,031
VISE AI ADVISORS LLC · Investment advisory (participants)$5,111
CHARLES SCHWAB & CO., INC. · Securities brokerage$641

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$212,833 · 0.20%
2023$209,214 · 0.21%
2022$202,738 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Indiana
Blue & Co., LLC IN$114.6M · 0.14%
Ksm Business Services, Inc. IN$105.5M · 0.01%
Zotec Partners, LLC IN$103.6M · 0.24%
Core Bts, Inc. IN$97.8M · 0.12%
Eight Eleven Group, LLC. IN$96.0M · 0.25%
Human Capital Concepts, LLC IN$94.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351055087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.