Plan Ledger DOL Form 5500 · updated monthly

Kuka Systems North America LLC401(k)

KUKA RETIREMENT SAVINGS PLAN · STERLING HEIGHTS, MI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Kuka Systems North America LLC reported $277,308 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,334 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 0.19% to 0.13%. 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 138th-largest of 2,619 plans among Michigan employers on file, and the 1,081st of 13,661 in manufacturing. In 2024, employees put in $3.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$221,666,450
Participants with balances1,608
Active participants1,297
Employer contributions$3,027,278
Employee contributions$12,054,737
Employer contribution per active participant$2,334
Average account balance$137,852
Benefits paid to participants$25,279,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$221.7M · 1,608 accts · $3.0M emplr
2023$201.9M · 1,660 accts · $3.2M emplr
2022$170.0M · 1,679 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$277,308
Total administrative$277,308
The Kuka Systems North America LLC 401(k) match · 2024
Employer contribution per active participant$2,334
Median for plans this size$3,635
2024$2,334 per active participant
2023$2,337 per active participant
2022$2,352 per active participant

Kuka Systems North America LLC'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$277,308
DOEREN MAYHEW ASSURANCE · Other servicesindirect comp
RBC WEALTH MANAGEMENT · Consultingindirect comp

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

Administrative cost history3
2024$277,308 · 0.13%
2023$261,668 · 0.14%
2022$329,805 · 0.19%
Similar plansManufacturing · Michigan
Ej USA, Inc. MI$240.5M · 0.08%
Wacker Chemical Corp. MI$231.3M · 0.15%
Dawn Foods, Inc. MI$224.8M · 0.12%
Hutchinson Fms, Inc. MI$213.5M · 0.09%
L & L Products, Inc. MI$205.4M · 0.10%
Wolverine World Wide, Inc. MI$202.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381918885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.