Plan Snapshot
- Plan Sponsor: Kldiscovery Holdings INC.
- Sponsor EIN: 810787151
- Sponsor Address: 9023 COLUMBINE ROAD, EDEN PRAIRIE, MN, 55347
- Plan Type: 401(k)
- Total Participants: 2,300
- Total Assets: $125.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,300 | $125.9M | $3.5M | $9.2M |
| 2023 | 2,069 | $107.1M | $3.4M | $8.7M |
| 2022 | 2,013 | $85.0M | $2.8M | $7.6M |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $107,248 | $35,000 | $1,200 | — | — |
| 2023 | $119,823 | $35,000 | $300 | — | — |
| 2022 | $137,589 | — | — | — | — |