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Department of Labor filing

HONKAMP KRUEGER & CO., P.C.

HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$3,030

Reported employer contributions per active participant.

Higher than about 48% of comparable plans
#People in the filing
347

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$261 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 30% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense30th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HONKAMP KRUEGER & CO., P.C. reported $1,051,455 in employer contributions across the plan and 347 active participants. That works out to $3,030 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 12.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 41.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,051,455
Participant contributions
$2,600,111
Other contributions
$2,474,130
Employer share of reported contributions
28.8%
Beginning assets
$58,283,398
Ending assets
$66,332,193
Ending net assets
$66,332,193
Ending liabilities
$0
Total income
$13,976,160
Total expenses
$5,927,365
Administrative expenses
$129,708
Participant loans
$162,823

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,707
2023
$2,577
2024
$3,030
Plan-paid administrative expenses per participant
2022
$185
2023
$206
2024
$261
Active participants
2022
258
2023
336
2024
347
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,03034766.3M20251001093631NAL0031309874001
2023$2,57733658.3M20241011104053NAL0010828099001
2022$2,70725848.3M20230918085126NAL0017098195001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
420946155-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1989
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCE BERNSTEIN, LP2024Not reportedunknown
AMERICAN CENTURY INVESTMENT MMGT2024Not reportedunknown
BLACKROCK ADVISORS, LLC2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT2024Not reportedunknown
COHEN & STEERS CAPITAL MGMT., INC.2024Not reportedunknown
FIDELITY MGMT & RESEARCH CO2024Not reportedunknown
GOLDMAN SACHS ASSET MGMT, L.P.2024Not reportedunknown
INVESCO ADVISERS, INC.2024Not reportedunknown
J.P. MORGAN FUNDS SVCS2024Not reportedunknown
JOHN HANCOCK INV MGMT LLC2024Not reportedunknown
JP MORGAN INV MGMT, INC.2024Not reportedunknown
MASSACHUSETTS FINANCIAL SERVICES CO2024Not reportedunknown
PRINCIPAL MANAGEMENT CORP2024Not reportedunknown
THE VANGUARD GROUP, INC.2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251001093631NAL0031309874001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗