Plan Snapshot
- Plan Sponsor: Kleiner Perkins Caufield & Byers, LLC
- Sponsor EIN: 134290384
- Sponsor Address: 2750 SAND HILL ROAD, MENLO PARK, CA, 94025
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $22.9M | $144,569 | $833,120 |
| 2023 | 54 | $20.5M | $190,959 | $870,257 |
| 2022 | 54 | $17.7M | $196,032 | $672,597 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NOVOTNY CPA GROUP, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVOTNY CPA GROUP, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $67,418 | $47,278 | — | — | — |
| 2023 | $45,802 | $25,342 | — | — | — |
| 2022 | $53,041 | — | $53,041 | — | — |