Plan Ledger DOL Form 5500 · updated monthly

Kleinberg, Kaplan, Wolff & Cohen, P.C.401(k)

KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Kleinberg, Kaplan, Wolff & Cohen, P.C. reported $74,429 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $9,733 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 0.03% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 676th-largest of 5,648 plans among New York employers on file, and the 1,262nd of 11,654 in professional & technical services. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$122,212,112
Participants with balances142
Active participants98
Employer contributions$953,792
Employee contributions$1,685,653
Employer contribution per active participant$9,733
Average account balance$860,649
Benefits paid to participants$8,024,493
Plan auditUnmodified (clean) audit opinion
AuditorDAVID DUKOFF, CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$122.2M · 142 accts · $954K emplr
2023$114.2M · 143 accts · $1.0M emplr
2022$102.7M · 133 accts · $776K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,128
Trustee / custodial$75
Total administrative$74,429
The Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) match · 2024
Employer contribution per active participant$9,733
Median for plans this size$3,635
2024$9,733 per active participant
2023$11,004 per active participant
2022$8,434 per active participant

Kleinberg, Kaplan, Wolff & Cohen, P.C.'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 · 20242
SENTINEL BENEFITS GROUP, LLC · Recordkeeping · Pension consulting$1,128
NATIONAL FINANCIAL SERVICES · Custodial (securities)$75

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$74,429 · 0.06%
2023$30,517 · 0.03%
2022$34,017 · 0.03%
Same employer
Similar plansProfessional & Technical Services · New York
Morrison Cohen LLP NY$126.8M · 0.07%
Cardworks, Inc NY$123.7M · 0.51%
Anchin, Block & Anchin LLP NY$117.9M · 0.15%
Finn Partners, Inc. NY$115.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132832785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.