Plan Ledger DOL Form 5500 · updated monthly

The Koehler Organization401(k)

THE KOEHLER ORGANIZATION 401(K) PLAN · ABERDEEN, SD · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

The Koehler Organization reported $24,730 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,028 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 0.24% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in South Dakota (147th of 233), and the 651st of 2,240 in accommodation & food services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 371 to 483 since 2022.

Plan summary
Net assets, end of year$8,477,858
Participants with balances295
Active participants483
Employer contributions$496,761
Employee contributions$649,169
Employer contribution per active participant$1,028
Average account balance$28,739
Benefits paid to participants$902,853
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 295 accts · $497K emplr
2023$7.2M · 267 accts · $442K emplr
2022$6.7M · 260 accts · $396K emplr
Administrative expenses, itemized · 2024
Investment management$1,882
Total administrative$24,730
The The Koehler Organization 401(k) match · 2024
Employer contribution per active participant$1,028
Median for plans this size$1,313
2024$1,028 per active participant
2023$907 per active participant
2022$1,068 per active participant

The Koehler Organization's 2024 employer contribution ran below the $1,313 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 · 20243
FIRST INTERSTATE WEALTH MANAGEMENT$22,848
EMPOWER ADVISORY GROUP, LLC · Investment management$1,882

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$24,730 · 0.32%
2023$20,246 · 0.29%
2022$18,071 · 0.24%
Same employer
Similar plansAccommodation & Food Services · South Dakota
Liv Employee Benefits SD$5.3M · 1.27%
Lunchtime Solutions, Inc. SD$4.1M · 0.71%
Taco John's of Iowa, Inc. SD$3.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470650251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.