Plan Ledger DOL Form 5500 · updated monthly

Robert Kaufman Co., Inc.401(k)

ROBERT KAUFMAN CO., INC. PROFIT SHARING SAFE HARBOR 401(K) PLAN · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.36%

Robert Kaufman Co., Inc. reported $62,235 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. 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 fell from 0.70% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,841st-largest of 9,483 plans among California employers on file, and the 2,032nd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$18,436,098
Participants with balances174
Active participants167
Employer contributions—
Employee contributions$258,968
Employer contribution per active participant—
Average account balance$105,955
Benefits paid to participants$724,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 167 accts · $254K emplr
2023$18.4M · 174 accts
2022$16.2M · 195 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$62,235
Total administrative$62,235
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
MORGAN STANLEY SMITH BARNEY · Investment advisory (plan)$39,937
ASCENUS HOLDINGS INC DBA FUTUREPLAN · Contract administrator$7,365
EMPOWER ADVISORY GROUP, LLC · Investment management$714

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$72,110 · 0.43%
2023$62,235 · 0.36%
2022$124,783 · 0.70%
Same employer
Similar plansWholesale Trade · California
ENI-JR286, Inc. CA$19.0M · 0.68%
Saxco International, LLC CA$18.6M · 0.18%
Ifs Acquisition LLC CA$18.4M · 0.53%
Matagrano, Inc. CA$18.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952465050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.