Plan Ledger DOL Form 5500 · updated monthly

The Kennedy Center, Inc.401(k)

THE KENNEDY COLLECTIVE, INC. 401(K) PLAN · TRUMBULL, CT · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

The Kennedy Center, Inc. reported $90,001 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $860 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 0.57% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (667th of 1,106), and the 1,370th of 3,341 in other services. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,717,115
Participants with balances350
Active participants484
Employer contributions$416,456
Employee contributions$774,534
Employer contribution per active participant$860
Average account balance$39,192
Benefits paid to participants$1,626,045
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$13.7M · 350 accts · $416K emplr
2023$11.5M · 353 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,983
Investment management$25,018
Total administrative$90,001
The The Kennedy Center, Inc. 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$2,416
2024$860 per active participant
2023$825 per active participant

The Kennedy Center, Inc.'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$39,966
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$25,018
ADP BROKER-DEALERindirect 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
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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

Administrative cost history2
2024$90,001 · 0.71%
2023$65,802 · 0.57%
All plans at this employer3
THE KENNEDY CENTER, INC. RETIREMENT PLANMoney purchase plan
THE KENNEDY CENTER, INC. 403(B) RETIREMENT PLAN403(b)
THE KENNEDY COLLECTIVE, INC. 401(K) PLAN401(k)
Same employer
Similar plansOther Services · Connecticut
Galena Associates, LLC CT$15.8M · 0.60%
S. Camerota & Sons, Inc. CT$15.1M · 0.03%
Propark, Inc. CT$13.3M · 0.46%
Harc, Inc. CT$10.9M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060709295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.