Plan Ledger DOL Form 5500 · updated monthly

Kopka, Pinkus & Dolin, PC401(k)

KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN · BUFFALO GROVE, IL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Kopka, Pinkus & Dolin, PC reported $110,420 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $990 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 0.45% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,560th-largest of 3,702 plans among Illinois employers on file, and the 5,026th of 11,654 in professional & technical services. In 2024, employees put in $8.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,190,685
Participants with balances362
Active participants233
Employer contributions$230,676
Employee contributions$1,992,419
Employer contribution per active participant$990
Average account balance$64,063
Benefits paid to participants$2,161,101
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 362 accts · $231K emplr
2023$20.4M · 314 accts · $180K emplr
2022$16.7M · 292 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,254
Trustee / custodial$166
Total administrative$110,420
The Kopka, Pinkus & Dolin, PC 401(k) match · 2024
Employer contribution per active participant$990
Median for plans this size$2,416
2024$990 per active participant
2023$780 per active participant
2022$958 per active participant

Kopka, Pinkus & Dolin, PC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$110,254
MORGAN STANLEY SMITH BARNEY LLC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$110,420 · 0.51%
2023$91,075 · 0.49%
2022$78,514 · 0.45%
Same employer
Similar plansProfessional & Technical Services · Illinois
Fusion Risk Management, Inc IL$24.0M · 0.48%
Cutters, Inc. IL$23.7M · 0.09%
Kay and Associates, Inc. IL$23.1M · 0.61%
Rjn Group, Inc. IL$23.0M · 0.33%
L&G Law Group LLP IL$22.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043597929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.