Plan Ledger DOL Form 5500 · updated monthly

Kennedy Cabot Acquisition LLC401(k)

KENNEDY CABOT ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST · MIAMI, FL · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Kennedy Cabot Acquisition LLC reported $1,675 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (1,992nd of 3,644), and 4,151st of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$8,228,256
Participants with balances93
Active participants116
Employer contributions$0
Employee contributions$872,859
Employer contribution per active participant$0
Average account balance$88,476
Benefits paid to participants$668,091
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,675
Total administrative$1,675
The Kennedy Cabot Acquisition LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Kennedy Cabot Acquisition LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,675 · 0.02%
Similar plansFinance & Insurance · Florida
Axiom Bank FL$8.6M · 0.56%
Dane Street, LLC FL$7.7M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813637561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.