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Department of Labor filing

KAYE CORPORATION

KAYE CORPORATION RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,606

Reported employer contributions per active participant.

Higher than about 64% of comparable plans
#People in the filing
122

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$196 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 50% of comparable plans
↗Investment performance
Not available

Plan assets changed 4.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $2,059 · based on 1,266 comparable plans
Lower reported administrative expense50th percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KAYE CORPORATION reported $317,878 in employer contributions across the plan and 122 active participants. That works out to $2,606 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 11.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$317,878
Participant contributions
$736,150
Other contributions
$11,444
Employer share of reported contributions
30.2%
Beginning assets
$14,017,180
Ending assets
$14,604,924
Ending net assets
$14,604,924
Ending liabilities
$0
Total income
$2,450,495
Total expenses
$1,862,751
Administrative expenses
$38,633
Participant loans
$114,637

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,291
2023
$2,328
2024
$2,606
Plan-paid administrative expenses per participant
2022
$176
2023
$176
2024
$196
Active participants
2022
154
2023
146
2024
122
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,60612214.6M20250703052118NAL0000580112001
2023$2,32814614M20240718052937NAL0010971618001
2022$2,29115411.8M20230723230858NAL0004889507001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.8%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
411423463-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Mar 1, 1980
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
NATIONWIDE FUND DISTRIBUTORS LLC2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250703052118NAL0000580112001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗