Retirement plan

KIENSTRA - ILLINOIS, LLC SAVINGS PLAN

Name: KIENSTRA - ILLINOIS, LLC - KIENSTRA - ILLINOIS, LLC SAVINGS PLAN (2024) Form 5500
Creator: KIENSTRA - ILLINOIS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIENSTRA - ILLINOIS, LLC SAVINGS PLAN, KIENSTRA - ILLINOIS, LLC

KIENSTRA - ILLINOIS, LLCEIN 20-5601574Plan #002PY 2024

201 W FERGUSON AVE. - WOOD RIVER, IL 62095618-251-6345

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+11.3% from 2023

Total participants

0.0% from 2023

Average account balance

$89,983

+19.8% from 2023

Annual return

10.70%

-3.77 pp from 2023

Benchmarks

See 8,599 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,599 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9489

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$123K

$10280 / participant

Other / not subdivided$123K100.0%

% of EOY assets

10.545%

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

$89,983

$125,190-28.1%

$105,624-14.8%

$145,897-38.3%

Participation rate

91.7%

77.6%+14.0pp

75.3%+16.4pp

80.3%+11.4pp

Annual return

10.70%

225.22%-214.5pp

116.20%-105.5pp

552.29%-541.6pp

Employer contribution / active EE

$3,998

$3,720+7.5%

$3,168+26.2%

$4,663-14.2%

Participant deferral / active EE

$6,262

$5,716+9.6%

$5,013+24.9%

$6,689-6.4%

Admin fee / account holder

$9,489

$17,138-44.6%

$10,961-13.4%

$13,390-29.1%

KIENSTRA - ILLINOIS, LLC SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIENSTRA - ILLINOIS, LLC SAVINGS 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