Plan Ledger DOL Form 5500 · updated monthly

Kobre & Kim LLP401(k)

KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Kobre & Kim LLP reported $2,033 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,035 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 fell from 0.01% to 0.00%. 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 1,092nd-largest of 5,648 plans among New York employers on file, and the 2,123rd of 11,654 in professional & technical services. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,831,913
Participants with balances458
Active participants279
Employer contributions$2,520,833
Employee contributions$3,489,235
Employer contribution per active participant$9,035
Average account balance$148,105
Benefits paid to participants$5,620,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.8M · 458 accts · $2.5M emplr
2023$57.1M · 441 accts · $3.1M emplr
2022$44.6M · 422 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,033
Total administrative$2,033
The Kobre & Kim LLP 401(k) match · 2024
Employer contribution per active participant$9,035
Median for plans this size$3,635
2024$9,035 per active participant
2023$12,195 per active participant
2022$11,859 per active participant

Kobre & Kim LLP'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$2,033 · 0.00%
2023$2,199 · 0.00%
2022$5,554 · 0.01%
Same employer
Similar plansProfessional & Technical Services · New York
Schluter Systems L.P. NY$70.0M · 0.47%
Fingerpaint Marketing, Inc. NY$67.2M · 0.36%
Integral Ad Science, Inc. NY$66.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364523512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.