Plan Ledger DOL Form 5500 · updated monthly

S&K Technologies, Inc.401(k)

S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · ST. IGNATIUS, MT · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

S&K Technologies, Inc. reported $325,267 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,206 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 0.43% to 0.60%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 20th-largest of 229 plans among Montana employers on file, and the 257th of 786 in management of companies. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 637 to 719 since 2022.

Plan summary
Net assets, end of year$58,847,045
Participants with balances684
Active participants719
Employer contributions$2,304,776
Employee contributions$4,540,699
Employer contribution per active participant$3,206
Average account balance$86,034
Benefits paid to participants$5,618,500
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$58.8M · 684 accts · $2.3M emplr
2023$49.9M · 706 accts · $2.5M emplr
2022$38.9M · 706 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$325,267
Total administrative$325,267
The S&K Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$3,206
Median for plans this size$3,635
2024$3,206 per active participant
2023$3,953 per active participant
2022$3,221 per active participant

S&K Technologies, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
FIRST INTERSTATE WEALTH MANAGEMENT · Recordkeeping · Trustee$9,295
ADP, INC. · Investment advisory (participants) · Other services$7,650

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

Recordkeeper by year2
2024FIRST INTERSTATE WEALTH MANAGEMENT
2023FIRST INTERSTATE WEALTH MANAGEMENT

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

Administrative cost history3
2024$325,267 · 0.60%
2023$205,581 · 0.46%
2022$174,920 · 0.43%
Same employer
Similar plansManagement of Companies · Montana
Ncmic Group, Inc. IA$63.4M · 0.07%
Lsb Industries, Inc. OK$60.3M · 0.08%
Olgoonik Development, LLC AK$59.6M · 0.06%
Yam Management, LLC AZ$58.7M · 0.19%
Sealaska Corporation AK$58.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320189276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.