Plan Ledger DOL Form 5500 · updated monthly

Kw International, LLC401(k)

KW INTERNATIONAL, LLC 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
1.18%

Kw International, LLC reported $49,232 in plan administrative expenses for 2022: 1.18% of average plan assets, higher than ~90% of peers. 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 rose from 1.18% to 2.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,429th of 5,688), and 12,003rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,519,526
Participants with balances206
Active participants110
Employer contributions—
Employee contributions$450,306
Employer contribution per active participant—
Average account balance$17,085
Benefits paid to participants$1,030,984
Plan auditDisclaimer of opinion
AuditorLAW OFFICE OF MATTHEW J BORROR
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.7M · 159 accts
2022$3.5M · 206 accts
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024ADP
2023ADP, Raymond James

This plan has changed recordkeepers within these filings. If you left Kw International, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$74,718 · 2.39%
2022$49,232 · 1.18%
Similar plansManufacturing · Texas
Freund Enterprises, Inc. TX$3.7M · 1.04%
Rdt, Inc. TX$3.5M · 0.40%
W. Silver Inc. TX$3.4M · 0.14%
Nts Amega West USA, Inc TX$3.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800847781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.