Plan Snapshot
- Plan Sponsor: Koch Companies, LLC
- Sponsor EIN: 256263968
- Sponsor Address: 4111 E. 37TH STREET N, GA029-06, WICHITA, KS, 67220
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $6.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $6.1B | $0 | $0 |
| 2023 | 0 | $6.6B | $0 | $0 |
| 2022 | 0 | $6.8B | $0 | $0 |
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 |
|---|---|---|---|---|
| LEGAL&GENERAL INVESTMENT MANAGEMENT | Other Service Provider | $2,095,187 | — | $2,095,187 |
| HUDSON ADVISORS L.P. | Other Service Provider | — | $714,180 | $714,180 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $160,137 | — | $160,137 |
| KAYNE ANDERSON CAPITAL ADVISORS | Other Service Provider | $26,971 | — | $26,971 |
| MHM RETIREMENT PLAN SOLUTIONS | Other Service Provider | $5,800 | — | $5,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,002,275
- Estimated Expense Ratio: 0.049% 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 | $2,325,655 | $2,122,158 | — | — | — |
| 2023 | $3,268,926 | $3,104,503 | — | — | — |
| 2022 | $11,155,011 | $10,954,885 | — | — | $200,126 |