Kaplan Development Group, Llc 401(k) Plan: Login, Facts & Contact Information

Kaplan Development Group, Llc 401(k) Plan Facts

Plan name
KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KAPLAN DEVELOPMENT GROUP LLC
Participants
887 (920 active employees)
Former employees with a balance
891
Plan assets
$4,915,786 at Dec 31, 2024
Average account balance
$4,381 across 1,122 accounts
Employer contributions
$239,319 in plan year 2024 (21% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.16 million went into the plan in contributions, $239,319 of it from the employer (21%).
  • $1.12 million was paid out to participants.
  • Investment and other income added $554,323.
  • Administrative expenses were $160,417, about $143 per account.

How the Kaplan Development Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,360$2.05 million$144,329$376,829
20201,438$2.68 million$139,794$281,917
20212,929$3.41 million$142,327$388,747
20222,949$3.17 million$206,646$385,046
20232,957$4.48 million$271,961$359,235
2024887$4.92 million$239,319$1.12 million

Kaplan Development Group, Llc 401(k) Contact Information

Phone
516-496-1505
Mailing address
366 N BROADWAY STE 307, JERICHO NY 117532000
Plan sponsor
KAPLAN DEVELOPMENT GROUP LLC
Plan administrator
ERISA FIDUCIARY SERVICES, INC.
Employer identification number (EIN)
01-0573210
Plan number
001

Questions about the Kaplan Development Group, Llc 401(k)

Does Kaplan Development Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $239,319, 21% of all contributions.

Does the Kaplan Development Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kaplan Development Group, Llc 401(k) plan?

887 participants at the start of plan year 2024, 920 of them active employees, and 891 former employees who still had money in the plan.

What is the average 401(k) balance at Kaplan Development Group, Llc?

About $4,381 per account: $4.92 million in plan assets across 1,122 accounts with a balance at the end of plan year 2024.

Who manages the Kaplan Development Group, Llc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kaplan Development Group, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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