Plan Ledger DOL Form 5500 · updated monthly

Kulzer, LLC401(k)

KULZER, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Kulzer, LLC reported $9,555 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,714 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 rose from 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 627th-largest of 1,562 plans among Indiana employers on file, and the 6,407th of 13,661 in manufacturing. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has shrunk from 121 to 105 since 2022.

Plan summary
Net assets, end of year$17,732,080
Participants with balances155
Active participants105
Employer contributions$495,018
Employee contributions$786,937
Employer contribution per active participant$4,714
Average account balance$114,401
Benefits paid to participants$2,211,475
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 155 accts · $495K emplr
2023$16.4M · 171 accts · $496K emplr
2022$14.0M · 173 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,555
Total administrative$9,555
The Kulzer, LLC 401(k) match · 2024
Employer contribution per active participant$4,714
Median for plans this size$2,416
2024$4,714 per active participant
2023$4,428 per active participant
2022$4,001 per active participant

Kulzer, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANDARD FINANCIAL GROUP · Claims processing · Recordkeeping$59,988

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

Recordkeeper by year2
2024STANDARD FINANCIAL GROUP
2023STANDARD FINANCIAL GROUP

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

Administrative cost history3
2024$9,555 · 0.06%
2023$6,455 · 0.04%
2022$6,352 · 0.04%
Same employer
Similar plansManufacturing · Indiana
Q-Edge Corporation IN$17.9M · 0.06%
Voss Automotive, Inc. IN$17.9M · 0.08%
Winamac Coil Spring, Inc. IN$17.8M · 0.35%
Roche Operations, LTD IN$17.7M · 0.04%
Midwestern Pet Food, Inc. IN$17.4M · 0.34%
Msi Express, Inc. IN$17.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263565526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.