Plan Ledger DOL Form 5500 · updated monthly

Kaufman Dolowich,Llp401(k)

KAUFMAN DOLOWICH,LLP RETIREMENT PLAN · WOODBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Kaufman Dolowich,Llp reported $92,050 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,003 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 0.20% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,495th-largest of 5,648 plans among New York employers on file, and the 3,047th of 11,654 in professional & technical services. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,106,727
Participants with balances365
Active participants339
Employer contributions$679,048
Employee contributions$2,633,580
Employer contribution per active participant$2,003
Average account balance$120,840
Benefits paid to participants$3,091,393
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · 365 accts · $679K emplr
2023$38.2M · 351 accts · $587K emplr
2022$31.2M · 353 accts · $632K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,050
Total administrative$92,050
The Kaufman Dolowich,Llp 401(k) match · 2024
Employer contribution per active participant$2,003
Median for plans this size$2,416
2024$2,003 per active participant
2023$1,794 per active participant
2022$1,858 per active participant

Kaufman Dolowich,Llp's 2024 employer contribution ran below the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FUSION FAMILY WEALTH, LLC · Investment advisory (plan)$76,436
CAPITAL RESEARCH AND MANAGEMENT$16,477
CREATIVE PLAN DESIGNS, LTD · Contract administrator$5,100
BPAS · Contract administrator$1,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$92,050 · 0.22%
2023$65,216 · 0.19%
2022$63,435 · 0.20%
Same employer
Similar plansProfessional & Technical Services · New York
Globe Tax Services, Inc. NY$45.0M · 0.00%
M/E Engineering, P.C. NY$44.5M · 0.22%
Hedgeserv Corporation NY$44.1M · 0.05%
Psl Group America NY$43.6M · 0.19%
Intersection Parent, Inc. NY$43.6M · 0.36%
Genesis Corp. NY$43.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113391604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.