Kelso Industries 401(k) match, vesting and fees
What Kelso Industries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Tanner LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Kelso Industries: employer contribution per participant | $1,924 | |
| Peer median | $2,411 |
| Kelso Industries: average balance | $86,955 | |
| Peer median | $61,921 |
| Kelso Industries: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $36.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,133 | $36.9M | $816K | $1,924 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Kelso Industries match 401(k) contributions?
The match terms for the Kelso Industries, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $816K in employer contributions, about $1,924 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kelso Industries 401(k) match vested?
The vesting schedule for the Kelso Industries, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kelso Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Kelso Industries, LLC.
I left Kelso Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kelso Industries, LLC, (801) 232-9476) or the recordkeeper, Principal Life Insurance Company. The Kelso Industries old 401(k) page lists the contacts from every plan filing. Find an old Kelso Industries 401(k)
Data from the public Form 5500 annual reports Kelso Industries filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kelso Industries. Not financial advice. Report a correction · Methodology