401k Record

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Key Tronic 401(k)

Recordkeeping fees per participant · Key Tronic 401(k) Retirement Savings Plan · plan year 2024

$63.98

Higher than 45% of the 5,847 plans $50 to 250M that report it.

Source

= $38,450 / 601
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260406160502NAL0007439633001, received 2026-04-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260406160502NAL0007439633001, received 2026-04-06

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-07-01 to 2025-06-30, filing received 2026-04-06.

Cost and contributions

Administrative expenses excluding investment management, per participant

$63.98

10th: $16.21median $93.2090th: $246.84

Higher than 31% of the 8,758 plans $50 to 250M that report it.

Source

= $38,450 / 601
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260406160502NAL0007439633001, received 2026-04-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260406160502NAL0007439633001, received 2026-04-06

Administrative expenses per participant

$135.02

10th: $29.39median $132.8490th: $350.58

Higher than 51% of the 9,042 plans $50 to 250M that report it.

Source

= $81,146 / 601
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260406160502NAL0007439633001, received 2026-04-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260406160502NAL0007439633001, received 2026-04-06

Administrative expenses as a share of assets

0.158%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 57% of the 9,049 plans $50 to 250M that report it.

Source

= $81,146 / $51,225,874
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260406160502NAL0007439633001, received 2026-04-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260406160502NAL0007439633001, received 2026-04-06

Employer contributions per participant

$2,272

10th: $965median $2,73890th: $8,164

Higher than 39% of the 9,105 plans $50 to 250M that report it.

Source

= $1,365,458 / 601
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260406160502NAL0007439633001, received 2026-04-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260406160502NAL0007439633001, received 2026-04-06

Employer share of total contributions

26.5%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 39% of the 9,112 plans $50 to 250M that report it.

Source

= $1,365,458 / $5,161,398
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260406160502NAL0007439633001, received 2026-04-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260406160502NAL0007439633001, received 2026-04-06

Plan terms, as stated in Key Tronic Corporation's SEC filings

Employer match

“The Company’s matching contribution is equal to 100% up to 3% of a participant’s contributed compensation and 50% up to the next 2% of a participant’s contributed compensation, for a total of 4% if a participant contributes at least 5%.”

Form 11-K filed 2025-12-18, for the year ended 2025-06-30 · plan description note, contributions · source document

Eligibility

“Employees that are U.S. residents are eligible to participate in the Plan when they have attained age 21, and may enter the Plan on the first day of the month coinciding with or following the date the employee satisfies the eligibility requirements.”

Form 11-K filed 2025-12-18, for the year ended 2025-06-30 · plan description note, eligibility · source document

Vesting

“All participants are immediately 100% vested in both employee and Employer contributions.”

Form 11-K filed 2025-12-18, for the year ended 2025-06-30 · plan description note, vesting · source document

Terms quoted from the filing for the year ended 2025-06-30. Figures cover plan year 2024. The plan document governs.

Plan features

2F ERISA 404(c) plan · 2T default investment (QDIA) · 2J 401(k) feature · 2K 401(m) arrangement · 3H controlled-group sponsor · 2E profit-sharing · 2G fully participant-directed · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260406160502NAL0007439633001, received 2026-04-06

Full record, Key Tronic 401(k) Retirement Savings Plan

FieldValueSource
Plan sponsorKEY TRONIC CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260406160502NAL0007439633001, received 2026-04-06
Plan nameKEY TRONIC 401(K) RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260406160502NAL0007439633001, received 2026-04-06
Sponsor EIN / plan number91-0849125 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260406160502NAL0007439633001, received 2026-04-06
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260406160502NAL0007439633001, received 2026-04-06
Sponsor locationSPOKANE VALLEY, WAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260406160502NAL0007439633001, received 2026-04-06
Industry (business code)423600, Wholesale tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260406160502NAL0007439633001, received 2026-04-06
Plan year2024-07-01 to 2025-06-30Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260406160502NAL0007439633001, received 2026-04-06
Filing received2026-04-06Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260406160502NAL0007439633001, received 2026-04-06
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260406160502NAL0007439633001, received 2026-04-06
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260406160502NAL0007439633001, received 2026-04-06
Participants, beginning of year1,225Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260406160502NAL0007439633001, received 2026-04-06
Active participants1,207Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260406160502NAL0007439633001, received 2026-04-06
Participants, end of year1,368Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260406160502NAL0007439633001, received 2026-04-06
Participants with an account balance601Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260406160502NAL0007439633001, received 2026-04-06
Total assets, beginning of year$49,667,696Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260406160502NAL0007439633001, received 2026-04-06
Total assets, end of year$51,225,874Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260406160502NAL0007439633001, received 2026-04-06
Net assets, end of year$51,225,874Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260406160502NAL0007439633001, received 2026-04-06
Total income$10,440,141Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260406160502NAL0007439633001, received 2026-04-06
Net income$1,558,178Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260406160502NAL0007439633001, received 2026-04-06
Employer contributions$1,365,458Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260406160502NAL0007439633001, received 2026-04-06
Participant contributions$3,002,889Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260406160502NAL0007439633001, received 2026-04-06
Other contributions (incl. rollovers)$793,051Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260406160502NAL0007439633001, received 2026-04-06
Total contributions$5,161,398Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260406160502NAL0007439633001, received 2026-04-06
Benefit payments$8,798,784Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260406160502NAL0007439633001, received 2026-04-06
Total expenses (incl. benefit payments)$8,881,963Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260406160502NAL0007439633001, received 2026-04-06
Total administrative expenses$81,146Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260406160502NAL0007439633001, received 2026-04-06
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260406160502NAL0007439633001, received 2026-04-06
Recordkeeping fees$38,450Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260406160502NAL0007439633001, received 2026-04-06
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260406160502NAL0007439633001, received 2026-04-06
Investment advisory and management fees$42,696Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260406160502NAL0007439633001, received 2026-04-06
Administrative expenses excluding investment management$38,450derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260406160502NAL0007439633001, received 2026-04-06
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260406160502NAL0007439633001, received 2026-04-06
Held in common/collective trusts$3,848,358Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260406160502NAL0007439633001, received 2026-04-06
Held in mutual funds$44,430,623Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260406160502NAL0007439633001, received 2026-04-06
Independent auditorBDO USA PCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260406160502NAL0007439633001, received 2026-04-06

Position = column in the DOL layout for form year 2024. Filing 20260406160502NAL0007439633001, received 2026-04-06.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees $38,550yes
USI ADVISORS INCADVISOR 27 Investment advisory (plan) $37,698no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260406160502NAL0007439633001, received 2026-04-06.

What changed since the 2023 plan year

Figure20232024Change
Total assets$49,667,696$51,225,8743.1%
Participants with a balance608601-1.2%
Administrative expenses$40,911$81,14698.3%
Recordkeeping fees per participant$22.80$63.98180.6%
Employer contributions$1,384,403$1,365,458-1.4%

Prior filing 20250411165832NAL0038667472001, received 2025-04-11; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: KEY TRONIC CORPORATION; SEC registrant: KEY TRONIC CORP (CIK 719733, matched by EIN; display name from the Form 10-K cover).