Kahn Ventures, Inc. 401(k) Review & Grade
Kahn Ventures, Inc. 401(k) Plan
Austell, GAWholesale Trade1,806 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,323Employer $ per active participant
$4,317Employee $ saved per active participant
0.21%Direct admin cost, % of plan assets
$146.5MNet plan assets, end of year
$66,864Average balance per account
Score breakdown
- Employer generosity39.1 / 5078th percentile for employer $ per participant
- Low cost13.2 / 2553th percentile for low admin cost vs. same-size plans
- Employee saving6.6 / 1544th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score69 / 100 · Grade B
This plan vs. peers
Peers: Wholesale Trade plans with 500–2,499 active participants (603 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 78th |
| Lower admin cost | 53th |
| Employee saving | 44th |
| Peers that auto-enroll | 53% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Kahn Ventures put in about $3,323 per active participant, more than the typical peer ($1,792). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $5,999,612 |
| Participant (employee) contributions | $7,793,455 |
| Other contributions (incl. rollovers in) | $251,854 |
| Administrative expenses paid from the plan | $292,488 |
| Investment advisory & management fees | $158,703 |
| Benefits paid out | $17,061,275 |
| Net assets, start / end of year | $131.8M / $146.5M |
| Active participants, start / end of year | 1,836 / 1,775 |
| Participants with account balances | 2,191 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Smith & Howard |
Largest service providers (Schedule C)
| Empower Annuity Insurance Company | $117,035 reported compensation |
| Empower Advisory Group, LLC | $85,756 reported compensation |
| Onedigital Investment Advisors LLC | $72,947 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251009083559NAL0006299809001, received 2025-10-09, EIN 58-1360668, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.