Department of Labor filing

KIRK NATIONALEASE ADMINISTRATION COMPANY

KIRK NATIONALEASE CO. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 1, 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

$898

Reported employer contributions per active participant.

Higher than about 35% of comparable plans

#People in the filing

174

Active participants reported for 2024.

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

¢Visible plan-paid fees

$470 / participant

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

Lower cost than about 1% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.0%, 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 contributions35th percentileTypical peer $1,360 · based on 585 comparable plans

Lower reported administrative expense1st percentileTypical peer $113 · based on 639 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, KIRK NATIONALEASE ADMINISTRATION COMPANY reported $156,212 in employer contributions across the plan and 174 active participants. That works out to $898 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 proxy85%

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 8.7%

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

Expense trendUp 18.5%

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: $156,212
Participant contributions: $627,409
Other contributions: $71,894
Employer share of reported contributions: 19.9%
Beginning assets: $5,322,397
Ending assets: $5,959,353
Ending net assets: $5,959,353
Ending liabilities: $0
Total income: $1,614,837
Total expenses: $977,881
Administrative expenses: $100,546
Participant loans: Not reported

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

$826

2023

$916

2024

$898

Plan-paid administrative expenses per participant

2022

$396

2023

$411

2024

$470

Active participants

2022

165

2023

166

2024

174

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$898	174	6M	20250801123745NAL0006241329001
2023	$916	166	5.3M	20241014133407NAL0013358291001
2022	$826	165	4.5M	20230623104643NAL0000147891001

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: Not stated in the filing
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 341809423-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1989
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

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
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250801123745NAL0006241329001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗