My Plan Facts

Kilcor Construction 401(k) Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $3,168 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
KC Consolidated Holdings Inc., Alpharetta, GA
EIN and plan number
39-4572811, plan 001
Plan type
401(k), profit sharing. Multiple-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 135 participants.

Net assets were $4,434,098 at the end of that plan year.

Employer contributions were $3,168 for each active participant in that plan year.

Participant contributions were $4,295 for each active participant.

By participants, it was number 1,734 of 1,895 defined contribution plans with 100 or more participants and a filing address in Georgia.

By net assets, it was number 1,605 of 1,807.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its net assets for each participant were $32,845 in plan year 2025.

The median of defined contribution plans with 100 to 249 participants was $60,164 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$383,295
Active participants31 Dec 2025
121
Employer contributions for each active participant
$3,168
Among plans of the same type and size$3,168plan year 2024

The plan is at the 62nd percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 57th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$519,655
Rollovers and other contributions
$11,777
Participant contributions for each active participant
$4,295
Among plans of the same type and size$4,295plan year 2024

The plan is at the 41st percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 51st percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$914,727

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Construction sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$31,105
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$31,105
Administrative expenses for each participant$230plan year 2024

The plan is at the 61st percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 65th percentile.

Direct compensation
$28,071
Indirect compensation
$9,049
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$37,120
Schedule C compensation for each participant$275plan year 2024

The plan is at the 66th percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 74th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$3,485,419
Total income, with the result of the investments
$1,441,251
Benefits paid
$456,151
Total expenses
$492,572
Net income
$948,679
Net transfers
$0
Net assets, 31 Dec 2025
$4,434,098
Active participants
121
Retired or separated, with benefits now
2
Retired or separated, with benefits later
12
Participants with an account balance
115
Participants, 31 Dec 2025
135
Net assets for each participant$32,845plan year 2024

The plan is at the 25th percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 31st percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$3.3M 74.4%
Pooled separate accounts
$611K 13.8%
Receivables
$378K 8.5%
Participant loans
$146K 3.3%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Kilcor Construction 401(k) Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Principal Life Insurance CompanyContract Administrator; Participant loan processing$28,071$0
TBS Agency Inc.Other services$0$9,049
Wilshire Investors LLCInvestment advisory (plan)$0$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 2AAge/service weighted or new comparability or similar plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 238900: Other Specialty Trade Contractors (including site preparation).

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Aggregate Resource Industries, Inc. 401(k) Profit Sharing PlanAggregate Resource Industries, Inc.135
Vector Corrosion Technologies, Inc. 401(k) Plan & TrustVector Corrosion Technologies, Inc.134
Peachtree Protective Covers 401(k) PlanPeachtree Protective Covers, Inc.136
Peerless Holdings, Inc. Employee Stock Ownership PlanPeerless Midwest, Inc.134
Corrado Management 401(k) PlanCorrado Management Service, LLC136
Bblbc, LLC 401(k) Profit Sharing PlanBblbc, LLC134
Sid Grinker Restoration 401(k) PlanSid Grinker Restoration Inc.136
The Contractors Retirement PlanDesign Masonry, Inc.134
Decorators and Displaymen Local 39-U Annuity PlanDecorators and Displaymen Local 39-U137
SDB, Inc. Savings and Retirement PlanSDB, Inc.132

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Kilcor Construction 401(k) Plan." https://myplanfacts.com/plan/394572811-001-kilcor-construction-401-k-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 39-4572811, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $383,295 for the plan year that ended 31 Dec 2025. Participants contributed $519,655 in total in that plan year.

What fees does the filing show?

The plan reported $31,105 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $37,120 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 3 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 7 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.