Plan Ledger DOL Form 5500 · updated monthly

Kta-Tator, Inc.401(k)

KTA TATOR, INC. 401(K) PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Kta-Tator, Inc. reported $87,577 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,958 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 0.26% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 865th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,994th of 11,654 in professional & technical services. In 2024, employees put in $3.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,996,618
Participants with balances344
Active participants284
Employer contributions$556,159
Employee contributions$1,913,433
Employer contribution per active participant$1,958
Average account balance$130,804
Benefits paid to participants$3,208,286
Plan auditUnmodified (clean) audit opinion
AuditorCYPHER & CYPHER
Plan history3
Yearassets · accounts · employer contribution
2024$45.0M · 344 accts · $556K emplr
2023$39.0M · 326 accts · $498K emplr
2022$33.9M · 330 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,903
Investment management$40,000
Trustee / custodial$12,674
Total administrative$87,577
The Kta-Tator, Inc. 401(k) match · 2024
Employer contribution per active participant$1,958
Median for plans this size$2,416
2024$1,958 per active participant
2023$1,936 per active participant
2022$1,784 per active participant

Kta-Tator, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
NEWPORT GROUP, INC. · Plan administrator · Recordkeeping$34,903
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan) · Investment advisory (participants)$40,000
NEWPORT TRUST COMPANY · Trustee$12,674

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$87,577 · 0.21%
2023$90,993 · 0.25%
2022$97,039 · 0.26%
Same employer
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Thomas, Thomas & Hafer, LLP PA$46.3M · 0.07%
Vertical Screen, Inc. PA$46.0M · 0.04%
Accuweather, Inc. PA$45.9M · 0.20%
The Gateway Engineers, Inc PA$45.7M · 0.35%
Fortna Inc. PA$44.0M · 0.04%
Rawle & Henderson, LLP PA$43.8M · 0.07%
Valsource, Inc. PA$43.5M · 0.32%
Rettew Associates, Inc. PA$43.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251342759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.