Plan Ledger DOL Form 5500 · updated monthly

Neil Kelly Company, Inc.401(k)

NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.91%

Neil Kelly Company, Inc. reported $54,726 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% 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 2 years on file its reported administrative ratio rose from 0.85% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oregon (707th of 1,021), and 3,768th of 5,337 in construction.

Plan summary
Net assets, end of year$6,044,499
Participants with balances189
Active participants132
Employer contributions—
Employee contributions$724,125
Employer contribution per active participant—
Average account balance$31,981
Benefits paid to participants$1,730,447
Plan auditUnmodified (clean) audit opinion
AuditorVERITY ACCOUNTANCY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 189 accts
2023$6.0M · 207 accts · $100K emplr
2022$4.5M · 171 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,088
Total administrative$54,726
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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,216
PENSION PLAN SPECIALISTS · Pension consulting$8,337

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$54,726 · 0.91%
2023$47,804 · 0.91%
2022$40,374 · 0.85%
Same employer
Similar plansConstruction · Oregon
Jet Industries, Inc. OR$6.6M · 0.20%
Sound Security, Inc. OR$5.8M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930519115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.