# Davidson Kempner Capital Management LP 401(k) Plan
Source: https://planprovider.pro/companies/davidson-kempner-capital-management-lp-401k-plan

> Davidson Kempner Capital Management LP's 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davidson Kempner Capital Management LP

- **Sponsor EIN:** 133863161

- **Sponsor Address:** 520 MADISON AVE, 30TH FLOOR, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 333

- **Total Assets:** $219.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|333|$219.1M|$9.4M|$5.9M|

| 2023|327|$189.9M|$8.7M|$5.6M|

| 2022|322|$159.2M|$8.6M|$5.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$21,237|—|$21,237|

| BDO USA P.C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDO USA P.C](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,237

- **Estimated Expense Ratio:** 0.010% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$21,362|$19,775|—|—|—|

| 2023|$9,627|$9,002|—|—|—|

| 2022|$8,546|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/davidson-kempner-capital-management-lp-401k-plan)

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