Retirement plan

KPJ MANAGEMENT LP AND AFFILIATED EMPLOYERS 401(K) PLAN

Name: KPJ MANAGEMENT LP - KPJ MANAGEMENT LP AND AFFILIATED EMPLOYERS 401(K) PLAN (2025) Form 5500
Creator: KPJ MANAGEMENT LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KPJ MANAGEMENT LP AND AFFILIATED EMPLOYERS 401(K) PLAN, KPJ MANAGEMENT LP

KPJ MANAGEMENT LPEIN 26-4478451Plan #001PY 2025

109 ROYAL PALM WAY - PALM BEACH, FL 33480561-223-4605

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$94K

+30.7% from 2024

Total participants

0.0% from 2024

Average account balance

$93,500

+30.7% from 2024

Annual return

15.05%

+4.50 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$94K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$94K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$497

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$497

$497 / participant

Other / not subdivided$497100.0%

% of EOY assets

0.532%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,500

$149,040-37.3%

$120,225-22.2%

$137,256-31.9%

Participation rate

100.0%

75.4%+24.6pp

69.6%+30.4pp

80.0%+20.0pp

Annual return

15.05%

605.68%-590.6pp

439.23%-424.2pp

220.34%-205.3pp

Employer contribution / active EE

$2,968

$4,350-31.8%

$3,475-14.6%

$4,156-28.6%

Participant deferral / active EE

$8,200

$4,655+76.2%

$3,999+105.1%

$6,407+28.0%

Admin fee / account holder

$497

$6,348-92.2%

$5,696-91.3%

$12,270-95.9%

KPJ MANAGEMENT LP AND AFFILIATED EMPLOYERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KPJ MANAGEMENT LP AND AFFILIATED EMPLOYERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion