Plan Ledger DOL Form 5500 · updated monthly

Kuali Incorporated401(k)

KUALI INCORPORATED 401(K) PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Kuali Incorporated reported $27,901 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $5,373 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Utah (500th of 848), and 1,598th of 2,199 in information & media. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,629,905
Participants with balances109
Active participants70
Employer contributions$376,128
Employee contributions$846,629
Employer contribution per active participant$5,373
Average account balance$79,173
Benefits paid to participants$1,014,921
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,901
Total administrative$27,901
The Kuali Incorporated 401(k) match · 2024
Employer contribution per active participant$5,373
Median for plans this size$1,313

Kuali Incorporated's 2024 employer contribution ran above the $1,313 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 · 20241
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$48,854

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

Administrative cost history1
2024$27,901 · 0.32%
All plans at this employer2
STRUNK HR, LLC 401(K) PLAN401(k)
KUALI INCORPORATED 401(K) PLAN401(k)
Similar plansInformation & Media · Utah
Filevine, Inc. UT$11.1M · 0.45%
Repositrak, Inc. UT$10.1M · 0.24%
Network Merchants, LLC UT$8.8M · 0.04%
Spot Ai, Inc. UT$8.2M · 0.15%
Chess.com, LLC UT$8.0M · 0.23%
Jobnimbus, LLC UT$7.5M · 1.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472047606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.