Plan Ledger DOL Form 5500 · updated monthly

Kiernan Trebach LLP401(k)

KIERNAN TREBACH PROFIT SHARING PLAN AND TRUST · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Kiernan Trebach LLP reported $98,717 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,942 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 3 years on file its reported administrative ratio fell from 0.22% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 174th-largest of 618 plans among District of Columbia employers on file, and the 2,744th of 11,654 in professional & technical services. In 2025, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 156 to 193 since 2022.

Plan summary
Net assets, end of year$50,370,077
Participants with balances244
Active participants193
Employer contributions$953,716
Employee contributions$1,842,436
Employer contribution per active participant$4,942
Average account balance$206,435
Benefits paid to participants$6,021,494
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$50.4M · 244 accts · $954K emplr
2024$47.4M · 255 accts · $891K emplr
2023$43.6M · 237 accts · $927K emplr
2022$35.7M · 213 accts · $836K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$98,717
Total administrative$98,717
The Kiernan Trebach LLP 401(k) match · 2025
Employer contribution per active participant$4,942
Median for plans this size$2,666
2025$4,942 per active participant
2024$4,816 per active participant
2023$5,237 per active participant
2022$5,362 per active participant

Kiernan Trebach LLP's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$98,717
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$98,717 · 0.20%
2024$102,370 · 0.23%
2023$96,822 · 0.24%
2022$87,201 · 0.22%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Fiscalnote, Inc. DC$55.8M · 0.26%
Earthscope Consortium DC$55.3M · 0.05%
Ai Sky US Bidco, Inc. DC$49.3M · 0.47%
Acdi/Voca DC$46.0M · 0.06%
Brailsford & Dunlavey, Inc. DC$44.9M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522328075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.