Kasowitz 401(k) match, vesting and fees

Plan year 2025 filingKasowitz LLP Employee 401(k) Savings Plan a · Plan 001 · EIN 13-3720397Updated Oct 2026

What Kasowitz's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $149K in employer contributions, about $324 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$461,756
Average account balance
482
Participants (end of year)
$212M
Plan assets (end of year)
0.13%
Admin expenses ÷ assets

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.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorWithumsmith+brown (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.

Kasowitz: employer contribution per participant$324
Peer median$2,719
Kasowitz: average balance$461,756
Peer median$85,424
Kasowitz: admin expenses ÷ assets0.13%
Peer median0.27%

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 $220M at the end of plan year 2021 to $212M at the end of plan year 2025.

$220M2021$164M2022$194M2023$220M2024$212M2025
End-of-year figures from each plan year's Form 5500 filing for the Kasowitz plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025482$212M$149K$3240.13%Not publishedForm 5500 ↗
2024535$220M$2.6M$5,2050.09%Not publishedForm 5500 ↗
2023569$194M$2.6M$4,8620.09%Not publishedForm 5500 ↗
2022585$164M$2M$3,7800.08%Not publishedForm 5500 ↗
2021623$220M$2M$3,4520.06%Not publishedForm 5500 ↗

Other Kasowitz plans (3)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Kasowitz LLP Employee 401(k) Savings Plan B

Plan 002 · EIN 13-3720397 · plan year 2025 filing
$263,634
Average account balance
166
Participants (end of year)
$42.2M
Plan assets (end of year)
0.15%
Admin expenses ÷ assets

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.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorWithumsmith+brown (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Kasowitz Benson Torres Cash Balance Plan a and Trust

Plan 003 · EIN 13-3720397 · plan year 2024 filing
$152,293
Average account balance
109
Participants (end of year)
$16.6M
Plan assets (end of year)
0.45%
Admin expenses ÷ assets

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.

Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Kasowitz Benson Torres Cash Balance Plan B and Trust

Plan 004 · EIN 13-3720397 · plan year 2024 filing
$152,132
Average account balance
109
Participants (end of year)
$16.6M
Plan assets (end of year)
0.61%
Admin expenses ÷ assets

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.

Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Kasowitz match 401(k) contributions?

The match terms for the Kasowitz LLP Employee 401(k) Savings Plan a have not been published from its filing yet. The plan year 2025 filing reports $149K in employer contributions, about $324 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Kasowitz 401(k) match vested?

The vesting schedule for the Kasowitz LLP Employee 401(k) Savings Plan a is not in the data published so far. Your Summary Plan Description states it.

Who manages the Kasowitz 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Assent Fiduciary Services LLC.

I left Kasowitz. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Assent Fiduciary Services LLC, (561) 559-0237) or the recordkeeper, Principal Life Insurance Company. The Kasowitz old 401(k) page lists the contacts from every plan filing. Find an old Kasowitz 401(k)

Data from the public Form 5500 annual reports Kasowitz filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Kasowitz. Not financial advice. Report a correction · Methodology