Plan Ledger DOL Form 5500 · updated monthly

Kuhn North America, Inc.401(k)

KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN · BRODHEAD, WI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Kuhn North America, Inc. reported $164,724 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,802 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 0.18% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 216th-largest of 1,936 plans among Wisconsin employers on file, and the 1,747th of 13,661 in manufacturing. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,552,542
Participants with balances911
Active participants671
Employer contributions$1,879,881
Employee contributions$3,444,497
Employer contribution per active participant$2,802
Average account balance$123,548
Benefits paid to participants$7,584,497
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$112.6M · 911 accts · $1.9M emplr
2023$100.1M · 880 accts · $1.9M emplr
2022$88.0M · 866 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,724
Investment management$25,000
Total administrative$164,724
The Kuhn North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,802
Median for plans this size$3,635
2024$2,802 per active participant
2023$2,876 per active participant
2022$2,381 per active participant

Kuhn North America, Inc.'s 2024 employer contribution ran below the $3,635 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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$139,724
ONEAMERICA INV ADV SERVICES, LLC · Investment management$25,000
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$164,724 · 0.15%
2023$167,315 · 0.18%
2022$181,477 · 0.18%
Same employer
Similar plansManufacturing · Wisconsin
Chr. Hansen, Inc. WI$115.0M · 0.21%
Lakeside Foods, Inc. WI$113.7M · 0.32%
Fairbanks Morse, LLC WI$112.7M · 0.14%
Bemis Manufacturing Company WI$107.6M · 0.01%
Neenah Enterprises, Inc. WI$104.7M · 0.22%
Hellermanntyton Corporation WI$100.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820566728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.