Retirement plan

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Name: KREISCHER MILLER - KREISCHER MILLER CAPITAL ACCUMULATION PLAN (2024) Form 5500
Creator: KREISCHER MILLER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KREISCHER MILLER CAPITAL ACCUMULATION PLAN, KREISCHER MILLER

KREISCHER MILLEREIN 23-1980475Plan #001PY 2024

100 WITMER ROAD, SUITE 350 - HORSHAM, PA 19044215-441-4600kmco.comLinkedIn51-200 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$59.2M

+20.0% from 2023

Total participants

386

+0.3% from 2023

Average account balance

$162,606

+19.7% from 2023

Annual return

16.07%

-3.04 pp from 2023

Benchmarks

See 3,310 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,310 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.19M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

364

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$45,956
KESTRA INVESTMENT SERVICES LLC6 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746	Consulting	$36,017

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$82K

$311 / participant

Recordkeeping$46K56.1%
Other / not subdivided$36K43.9%

% of EOY assets

0.138%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BOYER AND RITTER, CPAS
Auditor EIN: 231311005
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$162,606

$106,110+53.2%

$147,005+10.6%

$77,671+109.4%

Participation rate

91.7%

78.4%+13.3pp

82.2%+9.5pp

70.6%+21.1pp

Annual return

16.07%

56.77%-40.7pp

418.76%-402.7pp

31.21%-15.1pp

Employer contribution / active EE

$2,146

$4,065-47.2%

$4,934-56.5%

$2,726-21.3%

Participant deferral / active EE

$11,948

$7,992+49.5%

$8,070+48.1%

$4,648+157.1%

Admin fee / account holder

$225

$338-33.3%

$13,006-98.3%

$430-47.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC8 years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$45,956

KESTRA INVESTMENT SERVICES LLC6 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 16

1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746

Consulting

$36,017

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KREISCHER MILLER CAPITAL ACCUMULATION 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