Plan Ledger DOL Form 5500 · updated monthly

Kaiserman Company, Inc.401(k)

KAISERMAN COMPANY, INC. 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2017

Reported admin expense ratio · 2017
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Kaiserman Company, Inc. reported $35,773 in plan administrative expenses for 2017: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,039 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.42% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 70 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,501st of 3,651), and 1,245th of 2,096 in real estate & leasing. In 2017, employees put in $3.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,132,003
Participants with balances95
Active participants42
Employer contributions$85,633
Employee contributions$291,045
Employer contribution per active participant$2,039
Average account balance$85,600
Benefits paid to participants$2,621,737
Plan auditDisclaimer of opinion
AuditorEISNER AMPER, LLP
Plan history3
Yearassets · accounts · employer contribution
2019$5.2M · 97 accts · $65K emplr
2018$4.2M · 118 accts · $16K emplr
2017$8.1M · 95 accts · $86K emplr
The Kaiserman Company, Inc. 401(k) match · 2017
Employer contribution per active participant$2,039
Median for plans this size$580
2019$1,613 per active participant
2018$549 per active participant
2017$2,039 per active participant

Kaiserman Company, Inc.'s 2017 employer contribution ran above the $580 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2017 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2019$23,377 · 0.50%
2018$17,531 · 0.28%
2017$35,773 · 0.42%
Similar plansReal Estate & Leasing · Pennsylvania
Rp Management Inc PA$8.2M · 0.14%
The Klein Company PA$8.0M · 0.71%
S.W. Bajus, LTD. PA$7.9M · 0.44%
Continuum Companies, Inc. PA$7.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232528918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.