# Kla Corporation 401(k) Plan
Source: https://planprovider.pro/companies/kla-corporation-401k-plan

> Kla Corporation's 401(k) plan: 7,680 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kla Corporation

- **Sponsor EIN:** 042564110

- **Sponsor Address:** 1 TECHNOLOGY DRIVE, MILPITAS, CA, 95035

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

- **Total Participants:** 7,680

- **Total Assets:** $2.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|7,680|$2.1B|$27.5M|$88.8M|

| 2023|4,593|$1.8B|$26.4M|$83.7M|

| 2022|4,426|$1.5B|$27.9M|$73.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$276,453|—|$276,453|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$187,076|—|$187,076|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY|$85,303|—|$85,303|

| MOSS ADAMS, LLP|ACCOUNTANT|$43,050|—|$43,050|

| BAKER TILLY US, LLP|Auditor|$43,050|—|$43,050|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [MOSS ADAMS, LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $634,932

- **Estimated Expense Ratio:** 0.030% 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|$589,749|$276,453|—|$43,050|—|

| 2023|$424,663|$208,741|—|$38,595|—|

| 2022|$273,661|$122,045|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kla-corporation-401k-plan)

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