Plan Snapshot
- Plan Sponsor: Kaplan Development Group LLC
- Sponsor EIN: 010573210
- Sponsor Address: 366 N BROADWAY STE 307, JERICHO, NY, 117532000
- Plan Type: 401(k)
- Total Participants: 920
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 920 | $4.9M | $239,319 | $799,419 |
| 2023 | 2,902 | $4.5M | $271,961 | $632,607 |
| 2022 | 2,903 | $3.2M | $206,646 | $504,627 |
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 |
|---|---|---|---|---|
| ISDANER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ISDANER & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $160,417 | $62 | $160,212 | — | — |
| 2023 | $125,762 | — | $125,762 | — | — |
| 2022 | $21,137 | — | $21,137 | — | — |