Plan Snapshot
- Plan Sponsor: Khoros
- Sponsor EIN: 522338848
- Sponsor Address: 7300 RANCH RD 2222, AUSTIN, TX, 78730
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $63.2M
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 | 343 | $63.2M | $1.5M | $4.4M |
| 2023 | 469 | $59.3M | $2.0M | $6.2M |
| 2022 | 604 | $48.3M | $2.5M | $7.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $119,543 | — | $119,543 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,484 | — | $11,484 |
| FRANK, RIMERMAN & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRANK, RIMERMAN & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,027
- Estimated Expense Ratio: 0.207% of plan assets
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 | $131,027 | $11,484 | — | — | — |
| 2023 | $118,823 | $12,660 | — | — | — |
| 2022 | $125,626 | $13,853 | — | — | — |