Retirement plan

KIENSTRA - ILLINOIS, LLC SAVINGS PLAN

Name: KIENSTRA - ILLINOIS, LLC - KIENSTRA - ILLINOIS, LLC SAVINGS PLAN (2025) 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 2025

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+27.2% from 2024

Total participants

-7.1% from 2024

Average account balance

$114,447

+27.2% from 2024

Annual return

15.79%

+5.09 pp from 2024

Benchmarks

See 6,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort6,668 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$520

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

$7K

$614 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.454%

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

$114,447

$132,634-13.7%

$115,768-1.1%

$137,256-16.6%

Participation rate

100.0%

77.9%+22.1pp

74.4%+25.6pp

80.0%+20.0pp

Annual return

15.79%

160.70%-144.9pp

100.46%-84.7pp

220.34%-204.6pp

Employer contribution / active EE

$4,736

$3,360+41.0%

$2,940+61.1%

$4,156+14.0%

Participant deferral / active EE

$7,387

$5,619+31.5%

$4,917+50.2%

$6,407+15.3%

Admin fee / account holder

$520

$15,028-96.5%

$12,439-95.8%

$12,270-95.8%

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