Plan Ledger DOL Form 5500 · updated monthly

The Kellen Company401(k)

THE KELLEN COMPANY 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

The Kellen Company reported $59,257 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $914 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 0.41% to 0.43%. 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 District of Columbia (385th of 618), and 6,714th of 11,654 in professional & technical services. In 2024, employees put in $7.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,445,141
Participants with balances252
Active participants158
Employer contributions$144,340
Employee contributions$1,057,626
Employer contribution per active participant$914
Average account balance$57,322
Benefits paid to participants$2,490,304
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS, BENATOR & LIBBY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 252 accts · $144K emplr
2023$13.2M · 291 accts · $137K emplr
2022$13.1M · 316 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,670
Investment management$32,587
Total administrative$59,257
The The Kellen Company 401(k) match · 2024
Employer contribution per active participant$914
Median for plans this size$2,416
2024$914 per active participant
2023$878 per active participant
2022$788 per active participant

The Kellen Company'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$26,670
MORGAN STANLEY · Investment advisory (plan)$32,587

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$59,257 · 0.43%
2023$57,912 · 0.44%
2022$60,426 · 0.41%
Similar plansProfessional & Technical Services · District of Columbia
Psb Insights, LLC DC$16.3M · 0.46%
The Avascent Group, LTD. DC$15.9M · 0.40%
Computercraft Corporation DC$13.8M · 0.52%
Summit Consulting,Llc DC$13.2M · 0.81%
Behavioral Ideas Lab, Inc. DC$13.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362607505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.