Plan Ledger DOL Form 5500 · updated monthly

Kyle Enterprises, LLC401(k)

MILLENNIUM 401(K) PLAN · DELAVAN, WI · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Kyle Enterprises, LLC reported $75,874 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,750 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 0.90% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,209th of 1,936), and 7,588th of 11,654 in professional & technical services. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,345,523
Participants with balances229
Active participants201
Employer contributions$753,833
Employee contributions$1,297,358
Employer contribution per active participant$3,750
Average account balance$49,544
Benefits paid to participants$2,101,698
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 229 accts · $754K emplr
2023$9.7M · 236 accts · $785K emplr
2022$6.0M · 174 accts · $655K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,874
Total administrative$75,874
The Kyle Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$3,750
Median for plans this size$2,416
2024$3,750 per active participant
2023$2,896 per active participant
2022$3,088 per active participant

Kyle Enterprises, LLC's 2024 employer contribution ran above the $2,416 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$75,873
PRINCIPAL SECURITIES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$75,874 · 0.72%
2023$68,591 · 0.88%
2022$46,879 · 0.90%
Similar plansProfessional & Technical Services · Wisconsin
Pkware, Inc. WI$14.0M · 0.32%
Building Service Inc WI$12.4M · 0.51%
Concurrency, Inc. WI$11.4M · 0.12%
Nesnah Ventures LLC WI$11.3M · 0.41%
C3 Corporation WI$10.2M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208650658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.