Department of Labor filing

KATUN CORPORATION

KATUN CORPORATION EMPLOYEE RETIREMENT BENEFIT AND SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jun 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

24filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,239

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$290 / participant

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

Lower cost than about 29% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.1%, 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 · 202424out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $2,507 · based on 121 comparable plans

Lower reported administrative expense29th percentileTypical peer $146 · based on 129 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, KATUN CORPORATION reported $117,747 in employer contributions across the plan and 95 active participants. That works out to $1,239 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 proxy45%

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 trendDown 35.0%

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

Expense trendUp 5.7%

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

Peer context24/100

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: $117,747
Participant contributions: $572,844
Other contributions: $50,257
Employer share of reported contributions: 17.1%
Beginning assets: $30,653,088
Ending assets: $32,211,254
Ending net assets: $32,211,254
Ending liabilities: $0
Total income: $4,706,275
Total expenses: $3,148,109
Administrative expenses: $50,232
Participant loans: $58,506

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

$1,906

2023

$1,734

2024

$1,239

Plan-paid administrative expenses per participant

2022

$275

2023

$279

2024

$290

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,239	95	32.2M	20250603161322NAL0007734675001
2023	$1,734	81	30.7M	20241009153201NAL0010785363001
2022	$1,906	83	28M	20230829084446NAL0003048435001

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: 411335933-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1989
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2E2G2J2K2S2T3D

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.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250603161322NAL0007734675001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗