Retirement plan

KIMTRON, INC. 401(K) PLAN

Name: KIMTRON, INC. - KIMTRON, INC. 401(K) PLAN (2025) Form 5500
Creator: KIMTRON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIMTRON, INC. 401(K) PLAN, KIMTRON, INC.

KIMTRON, INC.EIN 06-1401062Plan #001PY 2025

115 HURLEY ROAD, BLDG. # 6 - OXFORD, CT 06478203-262-3361LinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$183K

+31.7% from 2024

Total participants

-12.5% from 2024

Average account balance

$36,542

+31.7% from 2024

Annual return

10.56%

+6.20 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$183K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$142

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$712

$119 / participant

Other / not subdivided$712100.0%

% of EOY assets

0.390%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,542

$136,860-73.3%

$120,344-69.6%

$154,746-76.4%

Participation rate

66.7%

79.9%-13.2pp

76.7%-10.0pp

80.7%-14.0pp

Annual return

10.56%

21.38%-10.8pp

20.30%-9.7pp

172.34%-161.8pp

Employer contribution / active EE

$3,533-100.0%

$3,020-100.0%

$4,379-100.0%

Participant deferral / active EE

$4,890

$5,793-15.6%

$5,135-4.8%

$6,730-27.3%

Admin fee / account holder

$142

$15,393-99.1%

$12,742-98.9%

$14,365-99.0%

KIMTRON, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIMTRON, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion