# Koch Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/koch-companies-llc-256263968-001

> Koch Companies, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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