Plan Ledger DOL Form 5500 · updated monthly

Kuiu LLC401(k)

KUIU LLC 401(K) PROFIT SHARING PLAN & TRUST · DIXON, CA · plan year 2025

Reported admin expense ratio · 2025
0.86%

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

Kuiu LLC reported $57,740 in plan administrative expenses for 2025: 0.86% of average plan assets, above the peer median. Employer contributions averaged $4,634 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 fell from 1.01% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,104th of 9,483), and 8,782nd of 11,654 in professional & technical services. In 2025, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,706,357
Participants with balances109
Active participants87
Employer contributions$403,158
Employee contributions$984,502
Employer contribution per active participant$4,634
Average account balance$70,701
Benefits paid to participants$387,686
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK, CPA
Plan history2
Yearassets · accounts · employer contribution
2025$7.7M · 109 accts · $403K emplr
2024$5.8M · 112 accts · $355K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,136
Investment management$36,389
Trustee / custodial$215
Total administrative$57,740
The Kuiu LLC 401(k) match · 2025
Employer contribution per active participant$4,634
Median for plans this size$1,464
2025$4,634 per active participant
2024$4,221 per active participant

Kuiu LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PAYCHEX, INC. · Recordkeeping$22,112
LEGACY CAPITAL MANAGEMENT · Investment advisory (participants)$34,780

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

Recordkeeper by year2
2025Paychex
2024Paychex

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

Administrative cost history2
2025$57,740 · 0.86%
2024$50,626 · 1.01%
Similar plansProfessional & Technical Services · California
Ghost Locomotion Inc. CA$7.8M · 0.44%
Materia, Inc. CA$7.7M · 0.53%
Atreca, Inc. CA$7.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270954749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.