Plan Ledger DOL Form 5500 · updated monthly

Kayne Anderson Capital Advisors, LP401(k)

KAYNE ANDERSON CAPITAL ADVISORS 401K PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Kayne Anderson Capital Advisors, LP reported $372,865 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $18,298 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 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 752nd-largest of 9,483 plans among California employers on file, and the 774th of 4,798 in finance & insurance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$140,690,308
Participants with balances536
Active participants345
Employer contributions$6,312,898
Employee contributions$5,471,069
Employer contribution per active participant$18,298
Average account balance$262,482
Benefits paid to participants$14,157,982
Plan auditUnmodified (clean) audit opinion
AuditorQUIGLEY & MIRON
Plan history3
Yearassets · accounts · employer contribution
2024$140.7M · 536 accts · $6.3M emplr
2023$126.8M · 542 accts · $6.0M emplr
2022$109.0M · 528 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$372,865
Total administrative$372,865
The Kayne Anderson Capital Advisors, LP 401(k) match · 2024
Employer contribution per active participant$18,298
Median for plans this size$3,635
2024$18,298 per active participant
2023$18,328 per active participant
2022$16,075 per active participant

Kayne Anderson Capital Advisors, LP's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PCS RETIREMENT, LLC · Contract administrator · Recordkeeping$358,982
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$11,614

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$372,865 · 0.28%
2023$238,757 · 0.20%
2022$227,606 · 0.20%
Same employer
Similar plansFinance & Insurance · California
Lendingclub Corporation CA$145.2M · 0.16%
Hanmi Bank CA$143.9M · 0.10%
Icw Group Holdings, Inc. CA$143.4M · 0.12%
Kinecta Federal Credit Union CA$136.1M · 0.12%
Pantheon Freedom, Inc. CA$133.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954486379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.