Back to filter
Original filing (PDF)20251020150457NAL0000448049001
KAPLAN DEVELOPMENT GROUP LLC
Form 5500
FILING_RECEIVED
KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
920
Accounts w/ balance
1,122
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAPLAN DEVELOPMENT GROUP LLC.
Plan sponsor
Name
KAPLAN DEVELOPMENT GROUP LLC
EIN
01-0573210
Address
366 N BROADWAY STE 307 · JERICHO, NY · 117532000
Phone
(516) 496-1505
Industry
Real Estatesee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ISDANER & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
25 direct securities · 1 pooled fund· $4.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.8M
25 holdings
Common Collective Trust
$80K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $698K | 14.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $685K | 13.9% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $557K | 11.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $409K | 8.3% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $347K | 7.1% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $346K | 7.0% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $295K | 6.0% | |
| Principal Stable Value Z Fund Common Collective Trust | — | — | — | $147K | 3.0% | |
| American Beacon Small Cap Value Fund Investor Class Registered Investment Company ** 262 Fidelity Advisor Growth Opportunities Fund Class Z Registered Investment Company | — | — | — | $146K | 3.0% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $146K | 3.0% | |
| BNY Mellon International Stock Fund Class I Registered Investment Company | — | — | — | $137K | 2.8% | |
| Vanguard Equity-Income Fund Admiral Shares Registered Investment Company | — | — | — | $133K | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $117K | 2.4% | |
| Notes receivable from participants Interest rates: 4.25% - 9.50% -0- | — | — | — | $87K | 1.8% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $80K | 1.6% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $73K | 1.5% | |
| Allspring Special Mid Cap Value Fund Class R6 Registered Investment Company | — | — | — | $69K | 1.4% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Registered Investment Company ** 11 American Funds 2015 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $67K | 1.4% | |
| Janus Henderson Triton Fund Class N Registered Investment Company | — | — | — | $63K | 1.3% | |
| American Funds New World Fund Class R-6 Registered Investment Company | — | — | — | $58K | 1.2% | |
| Pioneer Strategic Income Fund Class Y Registered Investment Company ** 219 PGIM Total Return Bond Fund Class R6 Registered Investment Company | — | — | — | $43K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $42K | 0.8% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $39K | 0.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $39K | 0.8% | |
| BlackRock High Yield Portfolio Fund Institutional Shares Registered Investment Company | — | — | — | $15K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $11K | 0.2% |
Related plans
Similar-size Real Estate plans
SAVANNAH, LLC
BHHS SELECT PROPERTIES 401(K) PLAN
$4.9M · 29 participants
MIDWEST ORTHOPAEDIC CONSULTANTS, SC
MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN
$4.9M · 64 participants
NEAL WEICHEL REAL ESTATE, INC.
NEAL WEICHEL REAL ESTATE, INC. PROFIT SHARING PLAN AND TRUST
$4.9M · 4 participants
D'ANN HARPER REALTY, INC
COLDWELL BANKER D ANN HARPER REALTORS 401(K) PLAN
$4.9M · 51 participants
ADVENIR LIVING, LLC
ADVENIR 401(K) PLAN
$5.0M · 268 participants
JVN REAL ESTATE LLC
JVN REAL ESTATE LLC CASH BALANCE PLAN
$5.0M · 3 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B