Plan Ledger DOL Form 5500 · updated monthly

Kbra Holdings, LLC401(k)

KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Kbra Holdings, LLC reported $52,840 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $8,984 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 0.10% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 981st-largest of 5,648 plans among New York employers on file, and the 207th of 2,534 in administrative & support services. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 462 to 511 since 2022.

Plan summary
Net assets, end of year$76,556,809
Participants with balances669
Active participants511
Employer contributions$4,590,622
Employee contributions$6,801,614
Employer contribution per active participant$8,984
Average account balance$114,435
Benefits paid to participants$3,896,772
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS, GINI & O'CONNELL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$76.6M · 669 accts · $4.6M emplr
2023$57.9M · 593 accts · $4.1M emplr
2022$41.2M · 589 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,840
Total administrative$52,840
The Kbra Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$8,984
Median for plans this size$3,635
2024$8,984 per active participant
2023$9,346 per active participant
2022$3,352 per active participant

Kbra Holdings, LLC'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$52,840

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$52,840 · 0.08%
2023$50,385 · 0.10%
2022$45,101 · 0.10%
Same employer
Similar plansAdministrative & Support Services · New York
Emplova, LLC NY$90.4M · 0.45%
Manhattan West LLC NY$69.1M · 0.00%
24 Seven, LLC NY$59.0M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272484015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.