# Kaplan Development Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/kaplan-development-group-llc-401k-plan

> Kaplan Development Group LLC's 401(k) plan: 920 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/isdaner-and-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|—|—|

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