# Kayne Anderson Capital Advisors, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/kayne-anderson-capital-advisors-lp-plan

> Kayne Anderson Capital Advisors, L.P.'s 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kayne Anderson Capital Advisors, L.P.

- **Sponsor EIN:** 954486379

- **Sponsor Address:** 2121 AVE OF THE STARS, 9TH FL., LOS ANGELES, CA, 90067

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

- **Total Participants:** 345

- **Total Assets:** $140.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|345|$140.7M|$6.3M|$5.5M|

| 2023|330|$126.8M|$6.0M|$5.3M|

| 2022|335|$109.0M|$5.4M|$4.6M|

## 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|

| PCS RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$358,982|—|$358,982|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$11,614|—|$11,614|

| QUIGLEY & MIRON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $370,596

- **Estimated Expense Ratio:** 0.263% 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|$372,865|—|$372,865|—|—|

| 2023|$238,757|—|$238,757|—|—|

| 2022|$227,606|—|$227,606|—|—|

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