Plan Ledger DOL Form 5500 · updated monthly

Kyle Mathison Orchards, Inc.401(k)

KYLE MATHISON ORCHARDS, INC. 401(K) SAVINGS PLAN AND TRUST · WENATCHEE, WA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Kyle Mathison Orchards, Inc. reported $42,128 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,785 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 0.57% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,232nd of 1,714), and 552nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,028,008
Participants with balances165
Active participants112
Employer contributions$199,975
Employee contributions$380,525
Employer contribution per active participant$1,785
Average account balance$42,594
Benefits paid to participants$116,327
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 165 accts · $200K emplr
2023$5.9M · 149 accts · $199K emplr
2022$4.8M · 74 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,791
Investment management$16,337
Total administrative$42,128
The Kyle Mathison Orchards, Inc. 401(k) match · 2024
Employer contribution per active participant$1,785
Median for plans this size$1,313
2024$1,785 per active participant
2023$1,879 per active participant
2022$1,335 per active participant

Kyle Mathison Orchards, Inc.'s 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$446
LPL FINANCIAL LLC · Investment advisory (participants)$16,337
BENEFITS2 ADMINISTRATORS LLC · Contract administrator$4,295

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$42,128 · 0.65%
2023$33,235 · 0.62%
2022$30,501 · 0.57%
Similar plansAgriculture, Forestry & Fishing · Washington
Bleyhl Farm Service, Inc WA$8.8M · 0.38%
Schenk Packing Co., Inc. WA$7.7M · 0.31%
Mercer Ranches, Inc. WA$7.6M · 0.81%
Monson Fruit Co., Inc. WA$6.8M · 0.81%
Fishermen's Finest, Inc. WA$5.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911473671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.