Kaplan Development Group 401(k) match, vesting and fees
What Kaplan Development Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | 2023 Schedule C ↗ |
| Independent auditor | Isdaner & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Kaplan Development Group: employer contribution per participant | $213 | |
| Peer median | $1,502 |
| Kaplan Development Group: average balance | $4,381 | |
| Peer median | $49,651 |
| Kaplan Development Group: admin expenses ÷ assets | 3.42% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.4M at the end of plan year 2021 to $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,811 | $4.9M | $239K | $213 | 3.42% | Not published | Form 5500 ↗ |
| 2023 | 2,937 | $4.5M | $272K | $250 | 3.29% | Not published | Form 5500 ↗ |
| 2022 | 2,939 | $3.2M | $207K | $190 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 2,928 | $3.4M | $142K | $131 | 0.72% | Not published | Form 5500 ↗ |
Common questions
Does Kaplan Development Group match 401(k) contributions?
The match terms for the Kaplan Development Group LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $239K in employer contributions, about $213 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kaplan Development Group 401(k) match vested?
The vesting schedule for the Kaplan Development Group LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kaplan Development Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Principal Life Insurance Company. The plan administrator is ERISA Fiduciary Services, Inc..
I left Kaplan Development Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Principal Life Insurance Company. The Kaplan Development Group old 401(k) page lists the contacts from every plan filing. Find an old Kaplan Development Group 401(k)
Data from the public Form 5500 annual reports Kaplan Development Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kaplan Development Group. Not financial advice. Report a correction · Methodology