Original filing (PDF)20251006102819NAL0009041842001

KOHN PEDERSEN FOX ASSOCIATES, P.C.

Name: KOHN PEDERSEN FOX ASSOCIATES, P.C. — KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOHN PEDERSEN FOX ASSOCIATES, P.C.

Form 5500

FILING_RECEIVED

KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

389

Accounts w/ balance

587

Plan assets (EOY)

$104.9M

Net assets (EOY)

$104.9M

How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (0 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHN PEDERSEN FOX ASSOCIATES, P.C..

Plan sponsor

Name

KOHN PEDERSEN FOX ASSOCIATES, P.C.

EIN

13-2862504

Address

11 WEST 42 STREET · NEW YORK, NY · 10036

Phone

(212) 977-6500

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial 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

DAVIS, WARD & HOCHMAN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$4K	—

Investments

35 direct securities · 1 pooled fund· $104.7M(100% 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

$101.7M

35 holdings

Common Collective Trust

$3.0M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index	—	46,151	—	$22.1M	21.1%
Columbia Contrarian Core adv	—	238,950	—	$8.5M	8.1%
Janus Henderson Balanced FD N	—	181,338	—	$8.3M	7.9%
Harbor Capital Appreciation Fund Admn	—	72,947	—	$7.9M	7.5%
Eaton Vance Atlanta	—	149,722	—	$6.2M	5.9%
Victory Sycamore Est Val FD l	—	102,388	—	$4.7M	4.5%
American Funds 2040 Target R6	—	204,656	—	$4.2M	4.0%
Vanguard Total Intl Stock Index Admiral	—	127,233	—	$4.0M	3.8%
Ishares U.S. aggregate bnd K	—	424,157	—	$3.8M	3.6%
Vanguard Small-Cap Index Admiral	—	30,923	—	$3.6M	3.4%
American EuroPacific Growth Fund R5	—	61,109	—	$3.3M	3.1%
AB Sustainable Glbl Thematic 1	—	20,081	—	$3.2M	3.0%
MORLEY STABLE VALUE FUND 40 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	102,154	—	$3.0M	2.9%
John Hancock Discipl Value Mid Cap Fund R6	—	95,431	—	$2.6M	2.5%
Pimco Total Return Fund Instl	—	258,916	—	$2.2M	2.1%
American Funds 2035 Target R6	—	97,918	—	$1.9M	1.8%
Franklin Small Cap Value FD R6	—	29,166	—	$1.8M	1.7%
Janus Henderson Triton Fund 1	—	63,993	—	$1.7M	1.7%
American Funds 2050 Target R6	—	69,361	—	$1.4M	1.4%
Calvert Equity Fund Class l	—	14,720	—	$1.4M	1.3%
American Funds 2025 Target R6	—	78,850	—	$1.2M	1.1%
Columbia Dividend Income Inst3	—	34,619	—	$1.2M	1.1%
American Funds 2055 Target R6	—	40,826	—	$1.1M	1.0%
American Funds 2065 Target R6	—	46,372	—	$811K	0.8%
American Funds 2030 Target R6	—	46,488	—	$804K	0.8%
Wells Fargo Government Securities Instl	—	82,711	—	$790K	0.8%
T Rowe Price Emerging markets	—	23,157	—	$785K	0.7%
American Funds 2060 Target R6	—	39,639	—	$711K	0.7%
Fidelity Strategic Incm Fd	—	49,482	—	$573K	0.5%
American Funds 2045 Target R6	—	26,767	—	$567K	0.5%
Participant Loans	—	—	—	$292K	0.3%
Victory Trivalent Intl Small	—	9,396	—	$140K	0.1%
American Funds 2020 Target R6	—	7,960	—	$107K	0.1%
Merrill Lynch Bank Deposit Program	—	—	—	$56K	<0.1%
American Funds 2010 Target R6	—	563	—	$7K	<0.1%
American Funds 2015 Target R6	—	264	—	$3K	<0.1%