Plan Ledger DOL Form 5500 · updated monthly

Ksl Associate Group, Inc.401(k)

KSL ASSOCIATE GROUP 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Ksl Associate Group, Inc. reported $115,513 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $95 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 0.85% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,513th-largest of 9,483 plans among California employers on file, and the 3,550th of 11,911 in health care & social assistance. In 2024, employees put in $6.88 for every $1.00 the employer contributed; active participation has grown from 1,658 to 3,907 since 2022.

Plan summary
Net assets, end of year$21,032,907
Participants with balances890
Active participants3,907
Employer contributions$371,832
Employee contributions$2,557,133
Employer contribution per active participant$95
Average account balance$23,632
Benefits paid to participants$2,446,030
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 890 accts · $372K emplr
2023$17.9M · 818 accts · $313K emplr
2022$15.3M · 732 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,273
Investment management$45,240
Total administrative$115,513
The Ksl Associate Group, Inc. 401(k) match · 2024
Employer contribution per active participant$95
Median for plans this size$2,416
2024$95 per active participant
2023$155 per active participant
2022$181 per active participant

Ksl Associate Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,273
NFP RETIREMENT INC · Investment advisory (plan)$34,836
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$10,404

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$115,513 · 0.59%
2023$118,991 · 0.72%
2022$136,334 · 0.85%
Similar plansHealth Care & Social Assistance · California
Zest Anchors, LLC CA$21.1M · 0.23%
Self-Help Enterprises CA$21.1M · 0.45%
Institute on Aging CA$21.0M · 0.59%
Pathpoint CA$20.9M · 0.03%
Toi Management, LLC CA$20.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330894084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.