Plan Ledger DOL Form 5500 · updated monthly

Kph Healthcare Services, Inc.401(k) + ESOP (KSOP)

KPH HEALTHCARE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 401K PLAN · GOUVERNEUR, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Kph Healthcare Services, Inc. reported $436,160 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $2,554 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 has held roughly steady near 0.062%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 165th-largest of 5,648 plans among New York employers on file, and the 91st of 5,215 in retail trade. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$710,430,824
Participants with balances3,493
Active participants3,886
Employer contributions$9,924,465
Employee contributions$12,565,262
Employer contribution per active participant$2,554
Average account balance$203,387
Benefits paid to participants$64,139,637
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$710.4M · 3,493 accts · $9.9M emplr
2023$696.6M · 3,521 accts · $7.1M emplr
2022$617.5M · 3,418 accts · $6.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$406,164
Investment management$29,996
Total administrative$436,160
The Kph Healthcare Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,554
Median for plans this size$4,294
2024$2,554 per active participant
2023$1,822 per active participant
2022$1,757 per active participant

Kph Healthcare Services, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20242
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Custodial (securities)$406,164
SHEPHERD KAPLAN LLC · Investment advisory (plan)$29,996

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES, INC

This plan has changed recordkeepers within these filings. If you left Kph Healthcare Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$436,160 · 0.06%
2023$405,610 · 0.06%
2022$396,116 · 0.06%
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Source: U.S. Department of Labor, Form 5500 series, EIN 150358720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.