Department of Labor filing

KS MANAGEMENT SERVICES, L.L.C.

KELSEY-SEYBOLD 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,394

Reported employer contributions per active participant.

Higher than about 73% of comparable plans

#People in the filing

6,334

Active participants reported for 2024.

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

¢Visible plan-paid fees

$40 / participant

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

Lower cost than about 66% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.4%, 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 · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions73rd percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense66th percentileTypical peer $54 · based on 242 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, KS MANAGEMENT SERVICES, L.L.C. reported $15,160,485 in employer contributions across the plan and 6,334 active participants. That works out to $2,394 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 proxy75%

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 14.6%

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

Expense trendDown 32.3%

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

Peer context71/100

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: $15,160,485
Participant contributions: $42,806,409
Other contributions: $8,440,619
Employer share of reported contributions: 26.2%
Beginning assets: $661,459,215
Ending assets: $743,539,499
Ending net assets: $743,539,499
Ending liabilities: $0
Total income: $160,829,877
Total expenses: $78,749,593
Administrative expenses: $337,632
Participant loans: $12,189,102

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

$2,089

2023

$2,244

2024

$2,394

Plan-paid administrative expenses per participant

2022

$58

2023

$62

2024

$40

Active participants

2022

5,306

2023

6,502

2024

6,334

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,394	6,334	743.5M	20250806161110NAL0003395552001
2023	$2,244	6,502	661.5M	20241010160513NAL0041463442001
2022	$2,089	5,306	549.5M	20231013095918NAL0044028640001

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: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 760602862-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 2005
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2S2T3H3D

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 INVEST INST CO.,LLC	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250806161110NAL0003395552001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗