Plan Ledger DOL Form 5500 · updated monthly

Kohn Pedersen Fox Associates, P.C.401(k)

KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN · 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

Kohn Pedersen Fox Associates, P.C. reported $3,972 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,264 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 0.003% to 0.004%. 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 763rd-largest of 5,648 plans among New York employers on file, and the 1,444th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$104,877,872
Participants with balances587
Active participants389
Employer contributions$1,658,884
Employee contributions$3,734,423
Employer contribution per active participant$4,264
Average account balance$178,668
Benefits paid to participants$12,278,880
Plan auditUnmodified (clean) audit opinion
AuditorDAVIS, WARD & HOCHMAN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$104.9M · 587 accts · $1.7M emplr
2023$97.1M · 597 accts · $1.8M emplr
2022$81.2M · 586 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,972
Total administrative$3,972
The Kohn Pedersen Fox Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$4,264
Median for plans this size$3,635
2024$4,264 per active participant
2023$4,098 per active participant
2022$4,197 per active participant

Kohn Pedersen Fox Associates, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$3,972 · 0.00%
2023$3,590 · 0.00%
2022$2,590 · 0.00%
Same employer
Similar plansProfessional & Technical Services · New York
Allen & Overy LLP NY$111.0M · 0.11%
Roux Associates, Inc. NY$109.6M · 0.01%
C&S Worldwide Holdings, Inc. NY$106.0M · 0.14%
Braze, Inc. NY$104.2M · 0.26%
Butler/Till, Inc. NY$103.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132862504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.