Plan Ledger DOL Form 5500 · updated monthly

Ktgy Group, Inc.401(k)

KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Ktgy Group, Inc. reported $164,363 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,963 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 0.29% to 0.26%. 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 1,381st-largest of 9,483 plans among California employers on file, and the 2,153rd of 11,654 in professional & technical services. In 2024, employees put in $5.37 for every $1.00 the employer contributed; active participation has shrunk from 571 to 366 since 2022.

Plan summary
Net assets, end of year$66,771,995
Participants with balances574
Active participants366
Employer contributions$718,373
Employee contributions$3,859,921
Employer contribution per active participant$1,963
Average account balance$116,328
Benefits paid to participants$4,370,882
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.8M · 574 accts · $718K emplr
2023$58.4M · 617 accts · $824K emplr
2022$47.3M · 643 accts · $747K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,323
Investment management$68,040
Total administrative$164,363
The Ktgy Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,963
Median for plans this size$3,635
2024$1,963 per active participant
2023$1,972 per active participant
2022$1,308 per active participant

Ktgy Group, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$96,323
LPL FINANCIAL LLC · Investment management$50,000
ONEAMERICA INVESTMENT ADVISORY SERV · Investment advisory (participants)$18,040
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$164,363 · 0.26%
2023$145,656 · 0.28%
2022$145,614 · 0.29%
Same employer
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Boingo Wireless, Inc. CA$67.1M · 0.07%
Takara Bio, USA, Inc. CA$67.1M · 0.07%
Mbs Asset Management LLC CA$66.9M · 0.32%
Xifin, Inc. CA$66.9M · 0.39%
Nuro, Inc. CA$66.0M · 0.07%
Denali Therapeutics Inc. CA$65.7M · 0.00%
Anser Advisory, LLC. CA$65.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330488819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.