# Kraft & Kennedy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kraft-kennedy-inc-401k-plan

> Kraft & Kennedy, INC.'s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kraft & Kennedy, INC.

- **Sponsor EIN:** 800610191

- **Sponsor Address:** 630 THIRD AVENUE 14TH FLOOR, NEW YORK, NY, 100176557

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

- **Total Participants:** 146

- **Total Assets:** $20.5M

## 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|146|$20.5M|$498,756|$1.3M|

| 2023|140|$16.5M|$390,682|$1.2M|

| 2022|110|$12.9M|$329,354|$958,256|

## 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|

| PHILLIPS GOLD AND COMPANY LLP|AUDITOR|$24,500|—|$24,500|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$6,642|—|$6,642|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,142

- **Estimated Expense Ratio:** 0.152% 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|$35,368|$3,676|—|$24,500|—|

| 2023|$31,994|$2,915|—|$23,000|—|

| 2022|$29,857|$2,642|—|—|$22,000|

## Similar Plans

- [Fnz Usa INC.](https://planprovider.pro/companies/fnz-trust-co-401k-plan) — 150 participants

- [Svam International, INC.](https://planprovider.pro/companies/svam-international-inc-401k-plan) — 111 participants

- [Flexible Business Systems](https://planprovider.pro/companies/flexible-business-systems-plan) — 107 participants

- [Ic Consult Us Corp](https://planprovider.pro/companies/ic-consulting-group-americas-corp-plan) — 105 participants

- [Anatomy It , LLC](https://planprovider.pro/companies/anatomy-it-llc-plan) — 198 participants

- [Jahnel Group, INC.](https://planprovider.pro/companies/jahnel-group-inc-plan) — 93 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kraft-kennedy-inc-401k-plan)

© 2026 PlanProvider.Pro