Plan Ledger DOL Form 5500 · updated monthly

Kensington Vanguard Holdings, LLC401(k)

KENSINGTON VANGUARD HOLDINGS, LLC PROFIT SHARING PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.46%

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

Kensington Vanguard Holdings, LLC reported $11,114 in plan administrative expenses for 2022: 0.46% of average plan assets, below the peer median. Employer contributions averaged $254 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 New York (5,354th of 5,648), and 4,731st of 4,798 in finance & insurance. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$941,128
Participants with balances88
Active participants223
Employer contributions$56,596
Employee contributions$113,582
Employer contribution per active participant$254
Average account balance$10,695
Benefits paid to participants$63,418
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,114
Total administrative$11,114
The Kensington Vanguard Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$254
Median for plans this size$1,114

Kensington Vanguard Holdings, 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$11,114 · 0.46%
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Lake Shore Bancorp Inc. NY$1.2M · 8.85%
Yellow Cab Holdings, LLC NY$317K · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263437575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.