Plan Ledger DOL Form 5500 · updated monthly

Kaufman, Rossin & Co., P.A.401(k)

KAUFMAN ROSSIN 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Kaufman, Rossin & Co., P.A. reported $202,662 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,984 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 fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 343rd-largest of 3,644 plans among Florida employers on file, and the 1,634th of 11,654 in professional & technical services. In 2024, employees put in $3.67 for every $1.00 the employer contributed; active participation has grown from 481 to 570 since 2022.

Plan summary
Net assets, end of year$91,840,156
Participants with balances663
Active participants570
Employer contributions$1,701,082
Employee contributions$6,248,348
Employer contribution per active participant$2,984
Average account balance$138,522
Benefits paid to participants$3,116,403
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MOORE & COMPANY, P.L.
Plan history3
Yearassets · accounts · employer contribution
2024$91.8M · 663 accts · $1.7M emplr
2023$75.5M · 604 accts · $1.5M emplr
2022$62.6M · 532 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,788
Investment management$110,778
Total administrative$202,662
The Kaufman, Rossin & Co., P.A. 401(k) match · 2024
Employer contribution per active participant$2,984
Median for plans this size$3,635
2024$2,984 per active participant
2023$2,741 per active participant
2022$2,602 per active participant

Kaufman, Rossin & Co., P.A.'s 2024 employer contribution ran below the $3,635 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$91,788
BUCKINGHAM STRATEGIC PARTNERS · Investment advisory (participants)$110,778
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$202,662 · 0.24%
2023$154,395 · 0.22%
2022$183,477 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Florida
Qualus Corp FL$96.1M · 0.49%
First Federal Bank FL$92.9M · 0.47%
Greenspoon Marder, LLP FL$89.2M · 0.12%
Mphasis Corporation FL$85.0M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591818353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.