# Kbra Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kbra-holdings-llc-401k-plan

> Kbra Holdings, LLC's 401(k) plan: 511 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kbra Holdings, LLC

- **Sponsor EIN:** 272484015

- **Sponsor Address:** 805 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY, 10022

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

- **Total Participants:** 511

- **Total Assets:** $76.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|511|$76.6M|$4.6M|$6.8M|

| 2023|443|$57.9M|$4.1M|$6.4M|

| 2022|462|$41.2M|$1.5M|$5.8M|

## 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|

| MACIAS, GINI & O'CONNELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MACIAS, GINI & O'CONNELL, LLP](https://planprovider.pro/provider/macias-gini-and-oconnell-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|$52,840|—|$52,840|—|—|

| 2023|$50,385|—|$50,385|—|—|

| 2022|$45,101|—|$45,101|—|—|

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