Retirement plan

GEOPROBE SYSTEMS 401(K) PLAN

Name: KEJR, INC. - GEOPROBE SYSTEMS 401(K) PLAN (2024) Form 5500
Creator: KEJR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEOPROBE SYSTEMS 401(K) PLAN, KEJR, INC.

KEJR, INC.EIN 48-1024517Plan #001PY 2024

1835 WALL STREET - SALINA, KS 67401785-404-1110LinkedIn51-200 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.9M

+21.3% from 2023

Total participants

232

+2.2% from 2023

Average account balance

$84,654

+19.7% from 2023

Annual return

15.63%

-3.92 pp from 2023

Benchmarks

See 4,101 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,101 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.88M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

223

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 3 by compensation

Provider	Service type	Compensation
THE BENNINGTON STATE BANK3 years Service code 26 2130 S OHIO ST · SALINA, KS 67401	Advisory (Participants)	$19,990
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 12 · EIN 74-2715820	Participant loan processing; Recordke...	$10,645
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048	Investment management; Custodial (oth...	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$31K

$163 / participant

Recordkeeping$4K13.4%
Investment mgmt$20K65.3%
Contract admin$7K21.3%

% of EOY assets

0.162%

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: VARNEY & ASSOCIATES, CPAS, LLC
Auditor EIN: 300038643
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,654

$79,209+6.9%

$102,434-17.4%

$74,459+13.7%

Participation rate

95.2%

74.8%+20.4pp

76.5%+18.7pp

67.2%+28.0pp

Annual return

15.63%

54.98%-39.3pp

29.46%-13.8pp

1369.70%-1354.1pp

Employer contribution / active EE

$4,375

$2,362+85.2%

$3,023+44.7%

$2,626+66.6%

Participant deferral / active EE

$4,826

$4,417+9.2%

$5,055-4.5%

$4,350+10.9%

Admin fee / account holder

$137

$2,002-93.1%

$9,462-98.5%

$1,945-92.9%

Provider

Service type

Compensation

THE BENNINGTON STATE BANK3 years

Service code 26

2130 S OHIO ST · SALINA, KS 67401

Advisory (Participants)

$19,990

JULY BUSINESS SERVICES1 year

Filed as: JULY BUSINESS SERVICES, LLC

Service code 12 · EIN 74-2715820

Participant loan processing; Recordke...

$10,645

NEWPORT GROUP, INC.10+ years

Filed as: MATRIX FINANCIAL SOLUTIONS, INC.

Service code 18 · EIN 20-1591048

Investment management; Custodial (oth...

GEOPROBE SYSTEMS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEOPROBE SYSTEMS 401(K) 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