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

> Kg Investment Management, LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 912109328

- **Sponsor Address:** 11225 SE 6TH ST STE 215, BELLEVUE, WA, 980046441

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

- **Total Participants:** 122

- **Total Assets:** $14.4M

## 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|122|$14.4M|$459,868|$1.2M|

| 2023|112|$13.2M|$395,071|$1.0M|

| 2022|123|$10.2M|$353,151|$856,163|

## 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|

| PENSION ASSURANCE|Auditor|—|—|$0|

## 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|$75,241|$35,324|$39,917|—|—|

| 2023|$60,070|$28,218|$31,852|—|—|

| 2022|—|—|—|—|—|

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