Plan Ledger DOL Form 5500 · updated monthly

Saec/Kinetic Vision, Inc.401(k)

SAEC/KINETIC VISION, INC. RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Saec/Kinetic Vision, Inc. reported $15,579 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,396 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 fell from 0.15% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,672nd of 3,295), and 6,835th of 11,654 in professional & technical services. In 2024, employees put in $3.75 for every $1.00 the employer contributed; active participation has shrunk from 144 to 129 since 2022.

Plan summary
Net assets, end of year$13,969,310
Participants with balances151
Active participants129
Employer contributions$309,055
Employee contributions$1,160,223
Employer contribution per active participant$2,396
Average account balance$92,512
Benefits paid to participants$1,610,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 151 accts · $309K emplr
2023$11.9M · 141 accts · $312K emplr
2022$9.1M · 136 accts · $151K emplr
Administrative expenses, itemized · 2024
Investment management$16,328
Total administrative$15,579
The Saec/Kinetic Vision, Inc. 401(k) match · 2024
Employer contribution per active participant$2,396
Median for plans this size$2,416
2024$2,396 per active participant
2023$2,296 per active participant
2022$1,047 per active participant

Saec/Kinetic Vision, Inc.'s 2024 employer contribution ran below the $2,416 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
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$15,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$15,579 · 0.12%
2023$16,423 · 0.16%
2022$14,889 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Ohio
Sigma Technologies, LTD OH$14.5M · 0.50%
Hart Associates, Inc. OH$14.4M · 0.48%
The Greentree Group, Inc. OH$13.9M · 0.40%
Flooid, Inc. OH$13.7M · 0.02%
R.E. Warner & Associates OH$13.6M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311231057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.