# K1 Investment Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/k1-investment-management-llc-401k-plan

> K1 Investment Management, LLC's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** K1 Investment Management, LLC

- **Sponsor EIN:** 274741827

- **Sponsor Address:** 875 MANHATTAN BEACH BLVD, MANHATTAN BEACH, CA, 90266

- **Plan Type:** 401(k)

- **Total Participants:** 97

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|97|$12.7M|$3.0M|$1.2M|

| 2023|96|$7.6M|$206,380|$1.2M|

| 2022|131|$5.3M|$0|$1.1M|

## 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|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — 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|$1,950|—|$1,950|—|—|

| 2023|$2,799|—|—|—|—|

| 2022|$150|—|—|—|—|

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