Plan Ledger DOL Form 5500 · updated monthly

P. Kaufmann, Inc.401(k)

P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

P. Kaufmann, Inc. reported $194,224 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,442 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 0.13% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 986th-largest of 5,648 plans among New York employers on file, and the 540th of 4,246 in wholesale trade. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,104,729
Participants with balances230
Active participants149
Employer contributions$512,922
Employee contributions$1,388,503
Employer contribution per active participant$3,442
Average account balance$330,890
Benefits paid to participants$2,590,409
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.1M · 230 accts · $513K emplr
2023$67.8M · 242 accts · $500K emplr
2022$60.5M · 278 accts · $2K emplr
Administrative expenses, itemized · 2024
Investment management$194,224
Total administrative$194,224
The P. Kaufmann, Inc. 401(k) match · 2024
Employer contribution per active participant$3,442
Median for plans this size$3,635
2024$3,442 per active participant
2023$3,546 per active participant
2022$11 per active participant

P. Kaufmann, Inc.'s 2024 employer contribution ran below 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 · 20243
VOYA RETIREMENT ADVISORS LLC · Investment advisory (participants)$35,360
RSM US LLP$26,652
MORNINGSTAR · Investment advisory (plan)indirect 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$194,224 · 0.27%
2023$110,013 · 0.17%
2022$85,684 · 0.13%
Same employer
Similar plansWholesale Trade · New York
Baillie Lumber Co., L.P. NY$78.8M · 0.11%
Parts Authority LLC NY$77.5M · 0.52%
Remy Cointreau USA Inc. NY$73.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135669968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.