Plan Ledger DOL Form 5500 · updated monthly

Kuhnle Brothers Trucking, Inc.401(k)

KUHNLE BROTHERS, INC. 401(K) PLAN & TRUST · NEWBURY, OH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Kuhnle Brothers Trucking, Inc. reported $21,143 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $301 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 3 years on file its reported administrative ratio has held roughly steady near 0.430%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,524th of 3,295), and 1,619th of 2,677 in transportation & warehousing. In 2024, employees put in $10.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,104,789
Participants with balances142
Active participants179
Employer contributions$53,866
Employee contributions$539,729
Employer contribution per active participant$301
Average account balance$35,949
Benefits paid to participants$830,485
Plan auditUnmodified (clean) audit opinion
AuditorDEMARCHI & SCHAEFER
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 142 accts · $54K emplr
2023$4.7M · 134 accts · $53K emplr
2022$4.0M · 131 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,115
Investment management$15,028
Total administrative$21,143
The Kuhnle Brothers Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$301
Median for plans this size$1,313
2024$301 per active participant
2023$284 per active participant
2022$252 per active participant

Kuhnle Brothers Trucking, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$6,114
BENCHMARK FINANCIAL · Investment advisory (plan)$15,028

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$21,143 · 0.43%
2023$19,550 · 0.45%
2022$18,871 · 0.43%
Same employer
Similar plansTransportation & Warehousing · Ohio
M.C. Tank Transport, Inc. OH$5.8M · 0.03%
Custom Assembly, Inc. OH$5.6M · 2.17%
Faro Services, Inc. OH$5.1M · 0.26%
Taylor Logistics, Inc. OH$5.0M · 0.65%
W. L. Logan Trucking Co. OH$4.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340978307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.