Plan Ledger DOL Form 5500 · updated monthly

Kaplan Companies401(k)

KAPLAN COMPANIES 401(K) PLAN · HIGHLAND PARK, NJ · plan year 2022

Reported admin expense ratio · 2022
0.06%

Kaplan Companies reported $2,118 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Jersey (2,051st of 2,419), and 1,729th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,994,149
Participants with balances40
Active participants117
Employer contributions—
Employee contributions$243,709
Employer contribution per active participant—
Average account balance$74,854
Benefits paid to participants$378,330
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$82
Investment management$1,497
Professional / advisory$539
Total administrative$2,118
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,118 · 0.06%
Similar plansReal Estate & Leasing · New Jersey
Treetop Development LLC NJ$4.0M · 0.77%
Jetclosing, Inc. NJ$1.9M · 0.82%
I Builders LLC NJ$501K · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223074018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.