Plan Ledger DOL Form 5500 · updated monthly

Kdp Investments, LLC401(k)

KDP INVESTMENTS, LLC 401(K) PLAN · BALTIMORE, MD · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Kdp Investments, LLC reported $2,483 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,484 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 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Maryland (1,153rd of 1,671), and 4,284th of 4,798 in finance & insurance. In 2023, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,967,243
Participants with balances119
Active participants126
Employer contributions$312,992
Employee contributions$655,742
Employer contribution per active participant$2,484
Average account balance$58,548
Benefits paid to participants$1,256,340
Plan auditUnmodified (clean) audit opinion
AuditorROSEN SAPPERSTEIN & FRIEDLANDER
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 66 accts · $105K emplr
2023$7.0M · 119 accts · $313K emplr
2022$6.0M · 127 accts · $304K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,483
Total administrative$2,483
The Kdp Investments, LLC 401(k) match · 2023
Employer contribution per active participant$2,484
Median for plans this size$1,308
2024$901 per active participant
2023$2,484 per active participant
2022$2,455 per active participant

Kdp Investments, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$2,483

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,095 · 0.04%
2023$2,483 · 0.04%
2022$1,355 · 0.02%
Similar plansFinance & Insurance · Maryland
Employee Navigator LLC MD$7.9M · 0.10%
Health Prime Aln, LLC MD$7.1M · 0.91%
Corporate Brokers LLC MD$5.9M · 0.61%
Foster Thomas, Inc. MD$5.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352466839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.