Plan Ledger DOL Form 5500 · updated monthly

Kps Capital Partners, LP401(k)

KPS CAPITAL PARTNERS, LP 401(K) 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

Kps Capital Partners, LP reported $1,535 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19,041 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 1 year on file its reported administrative ratio rose from 0.002% to 0.003%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,159th-largest of 5,648 plans among New York employers on file, and the 1,406th of 4,798 in finance & insurance. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$62,992,286
Participants with balances162
Active participants106
Employer contributions$2,018,376
Employee contributions$1,931,710
Employer contribution per active participant$19,041
Average account balance$388,841
Benefits paid to participants$2,161,596
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$63.0M · 162 accts · $2.0M emplr
2023$51.0M · 147 accts · $1.9M emplr
The Kps Capital Partners, LP 401(k) match · 2024
Employer contribution per active participant$19,041
Median for plans this size$3,635
2024$19,041 per active participant
2023$19,750 per active participant

Kps Capital Partners, LP'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.

Administrative cost history2
2024$1,535 · 0.00%
2023$730 · 0.00%
Similar plansFinance & Insurance · New York
Bank Hapoalim B.M. NY$64.1M · 0.27%
Blue Owl Capital LP NY$63.1M · 0.20%
Safehold Inc. NY$63.0M · 0.07%
Goldberg Lindsay & Co. LLC NY$61.8M · 0.14%
The National Australia Bank NY$61.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133548908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.