# Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/kleinberg-kaplan-wolff-cohen-p-c-plan-001

> Kleinberg, Kaplan, Wolff & Cohen, P.C.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kleinberg, Kaplan, Wolff & Cohen, P.C.

- **Sponsor EIN:** 132832785

- **Sponsor Address:** 500 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10110

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

- **Total Participants:** 98

- **Total Assets:** $122.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|98|$122.2M|$953,792|$1.7M|

| 2023|92|$114.2M|$1.0M|$1.6M|

| 2022|92|$102.7M|$775,902|$1.4M|

## 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|

| DAVID DUKOFF, CPA, PC|Auditor|—|—|$0|

## 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|$74,429|—|—|—|—|

| 2023|$30,517|—|—|—|—|

| 2022|$34,017|—|—|—|$1,267|

## Similar Plans

- [Hurwitz Fine P.C.](https://planprovider.pro/companies/hurwitz-fine-p-c-plan-004) — 98 participants

- [Ruskin Moscou Faltischek, P.C.](https://planprovider.pro/companies/ruskin-moscou-faltischek-p-c-401k-plan) — 99 participants

- [Bernstein Litowitz Berger & Grossmann LLP](https://planprovider.pro/companies/bernstein-litowitz-berger-grossmann-llp-plan-006) — 97 participants

- [Seward & Kissel LLP](https://planprovider.pro/companies/seward-kissel-llp-plan-003) — 100 participants

- [Cravath, Swaine & Moore LLP](https://planprovider.pro/companies/cravath-swaine-moore-llp-401k-plan-001) — 95 participants

- [Patterson Belknap Webb & Tyler LLP](https://planprovider.pro/companies/patterson-belknap-webb-tyler-llp-plan-001) — 95 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kleinberg-kaplan-wolff-cohen-p-c-plan-001)

© 2026 PlanProvider.Pro