Plan Ledger DOL Form 5500 · updated monthly

Kubat Pharmacy, LLC401(k)

KUBAT 401(K) PLAN · OMAHA, NE · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Kubat Pharmacy, LLC reported $1,550 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,494 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 1 year on file its reported administrative ratio rose from 0.04% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (491st of 565), and 8,721st of 11,911 in health care & social assistance. In 2022, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,757,957
Participants with balances109
Active participants170
Employer contributions$253,968
Employee contributions$497,439
Employer contribution per active participant$1,494
Average account balance$34,477
Benefits paid to participants$328,715
Plan auditUnmodified (clean) audit opinion
AuditorRG & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$3.7M · 80 accts · $191K emplr
2022$3.8M · 109 accts · $254K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,550
Total administrative$1,550
The Kubat Pharmacy, LLC 401(k) match · 2022
Employer contribution per active participant$1,494
Median for plans this size$1,114
2023$2,075 per active participant
2022$1,494 per active participant

Kubat Pharmacy, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$3,266 · 0.09%
2022$1,550 · 0.04%
Similar plansHealth Care & Social Assistance · Nebraska
Centerpointe, Inc. NE$3.9M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470490912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.