Plan Ledger DOL Form 5500 · updated monthly

Kz Kitchen Cabinet & Stone401(k)

KZ KITCHEN CABINET & STONE 401(K) PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
1.07%

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

Kz Kitchen Cabinet & Stone reported $11,970 in plan administrative expenses for 2022: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,043 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,599th of 9,483), and 4,846th of 5,215 in retail trade. In 2022, employees put in $5.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,391,500
Participants with balances95
Active participants107
Employer contributions$111,598
Employee contributions$623,916
Employer contribution per active participant$1,043
Average account balance$14,647
Benefits paid to participants$11,509
Plan auditUnmodified (clean) audit opinion
AuditorWANG ACCOUNTANCY CORP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,970
Total administrative$11,970
The Kz Kitchen Cabinet & Stone 401(k) match · 2022
Employer contribution per active participant$1,043
Median for plans this size$1,114

Kz Kitchen Cabinet & Stone's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,970 · 1.07%
Similar plansRetail Trade · California
Avalon Shutters, Inc. CA$1.4M · 1.26%
Showroom Inc CA$1.4M · 0.85%
Gahh LLC CA$1.4M · 0.73%
R Ranch Market, Inc. CA$1.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204015895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.