Retirement plan

KETTLE CUISINE, LLC 401(K) SAVINGS PLAN

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

KETTLE CUISINE, LLCEIN 45-2831734Plan #001PY 2025

330 LYNNWAY - LYNN, MA 01901617-409-1179kettlecuisine.comLinkedIn501-1000 employeesfood & beverages

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$49.3M

+22.5% from 2024

Total participants

1,451

-0.2% from 2024

Average account balance

$35,428

+19.8% from 2024

Annual return

17.12%

-1.89 pp from 2024

Benchmarks

See 34 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort34 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$49.32M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

1,392

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.05M

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

+17.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$109,266
GLOBAL RETIREMENT PARTNERS LLC5 years Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903	Advisory (Plan)	$50,546
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$41,177
THE ANGELL PENSION GROUP, INC.7 years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914	Contract Administrator	$30,402
CARON & BLETZER, PLLC3 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848	Accounting	$14,000

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$228K

$196 / participant

Other / not subdivided$228K100.0%

% of EOY assets

0.463%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,428

$100,196-64.6%

$90,796-61.0%

$100,573-64.8%

Participation rate

94.9%

80.5%+14.5pp

69.5%+25.5pp

70.9%+24.0pp

Annual return

17.12%

11.70%+5.4pp

19.29%-2.2pp

18.89%-1.8pp

Employer contribution / active EE

$1,915

$4,032-52.5%

$2,294-16.5%

$3,763-49.1%

Participant deferral / active EE

$3,277

$4,771-31.3%

$3,822-14.2%

$4,921-33.4%

Admin fee / account holder

$164

$164+0.3%

$7,024-97.7%

$454-63.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$109,266

GLOBAL RETIREMENT PARTNERS LLC5 years

Service code 27

4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903

Advisory (Plan)

$50,546

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$41,177

THE ANGELL PENSION GROUP, INC.7 years

Filed as: THE ANGELL PENSION GROUP INC

Service code 13

88 BOYD AVENUE · EAST PROVIDENCE, RI 02914

Contract Administrator

$30,402

CARON & BLETZER, PLLC3 years

Service code 10

1 LIBRARY LANE · KINGSTON, NH 03848

Accounting

$14,000

KETTLE CUISINE, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KETTLE CUISINE, LLC 401(K) 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