Retirement plan

KMC CONTROLS, INC. 401(K) PLAN AND TRUST

Name: KREUTER MANUFACTURING COMPANY, INC. - KMC CONTROLS, INC. 401(K) PLAN AND TRUST (2025) Form 5500
Creator: KREUTER MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KMC CONTROLS, INC. 401(K) PLAN AND TRUST, KREUTER MANUFACTURING COMPANY, INC.

KREUTER MANUFACTURING COMPANY, INC.EIN 35-1421135Plan #001PY 2025

19514 INDUSTRIAL DRIVE - NEW PARIS, IN 46553574-831-4626

Prospect flagsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$21.3M

+11.3% from 2024

Total participants

162

+5.9% from 2024

Average account balance

$178,897

+25.3% from 2024

Annual return

15.90%

+1.65 pp from 2024

Benchmarks

See 1,491 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,491 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.29M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

119

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.

70.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$452

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 4 by compensation

Provider	Service type	Compensation
SHEPHERD FINANCIAL INVESTMENT ADVIS5 years Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032	Advisory (Plan)	$33,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$11,696
MCGLADREWY LLP1 year Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674	Accounting	$5,927
SHEPHERD PLAN PARTNERS, LLC2 years Filed as: SHEPHERD PLAN PARTNERS LLC Service code 13 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032	Contract Administrator	$3,150

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$54K

$366 / participant

Recordkeeping$12K21.8%
Investment mgmt$33K61.4%
Contract admin$3K5.9%
Other / not subdivided$6K11.0%

% of EOY assets

0.253%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: $5,927
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,897

$85,515+109.2%

$112,040+59.7%

$67,986+163.1%

Participation rate

70.7%

68.2%+2.5pp

76.5%-5.7pp

57.2%+13.5pp

Annual return

15.90%

29.68%-13.8pp

24.52%-8.6pp

31.67%-15.8pp

Employer contribution / active EE

$2,441

$2,191+11.4%

$2,954-17.4%

$2,019+20.9%

Participant deferral / active EE

$5,589

$4,014+39.2%

$5,098+9.6%

$3,358+66.4%

Admin fee / account holder

$452

$3,774-88.0%

$12,098-96.3%

$3,203-85.9%

Provider

Service type

Compensation

SHEPHERD FINANCIAL INVESTMENT ADVIS5 years

Filed as: SHEPHERD FINANCIAL INVESTMENT ADV

Service code 27

111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032

Advisory (Plan)

$33,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$11,696

MCGLADREWY LLP1 year

Service code 10

5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674

Accounting

$5,927

SHEPHERD PLAN PARTNERS, LLC2 years

Filed as: SHEPHERD PLAN PARTNERS LLC

Service code 13

111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032

Contract Administrator

$3,150

KMC CONTROLS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KMC CONTROLS, INC. 401(K) PLAN AND TRUST

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