Plan Ledger DOL Form 5500 · updated monthly

N. Kohl Grocer Co., Inc.401(k)

N. KOHL GROCER CO. OFFICE SALARY SAVINGS PLAN · QUINCY, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

N. Kohl Grocer Co., Inc. reported $50,697 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,298 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 0.29% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (1,969th of 3,702), and 2,330th of 4,246 in wholesale trade. In 2024, employees put in $3.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,435,978
Participants with balances228
Active participants195
Employer contributions$253,083
Employee contributions$779,510
Employer contribution per active participant$1,298
Average account balance$67,702
Benefits paid to participants$119,524
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 228 accts · $253K emplr
2023$12.6M · 220 accts · $246K emplr
2022$10.7M · 212 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,554
Investment management$10,143
Total administrative$50,697
The N. Kohl Grocer Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$2,416
2024$1,298 per active participant
2023$1,266 per active participant
2022$1,054 per active participant

N. Kohl Grocer Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$40,554
BANK OF AMERICA N.A. · Investment advisory (plan)$10,143

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$50,697 · 0.36%
2023$37,498 · 0.32%
2022$33,987 · 0.29%
All plans at this employer2
N. KOHL GROCER CO. OFFICE SALARY SAVINGS PLAN401(k)
N. KOHL GROCER CO. SALARY SAVINGS PLAN401(k)
Same employer
Similar plansWholesale Trade · Illinois
Supplycore Inc. IL$16.1M · 0.62%
Kreher Steel Company, LLC IL$16.0M · 0.55%
Northside Imports, Inc. IL$15.2M · 0.05%
Yamazen, Inc. IL$14.9M · 0.31%
All Tile, LLC IL$14.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370370260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.