Plan Snapshot
- Plan Sponsor: Koch Companies, LLC
- Sponsor EIN: 992447784
- Sponsor Address: 4111 E. 37TH STREET N, GA029-06, WICHITA, KS, 67220
- Plan Type: Health & Welfare
- Plan Number: 537
- Total Participants: 51
- Total Assets: $1.9M
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 | 51 | $1.9M | $52,331 | $125,069 |
| 2023 | 60 | $1.9M | $41,875 | $278,539 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $25,000 | — | $25,000 |
| HEALTHPLAN SERVICES, INC. | Other Service Provider | $23,400 | — | $23,400 |
| ALIGHT SOLUTIONS | Recordkeeper | $9,135 | — | $9,135 |
| JPMORGAN CHASE BANK NA | Other Service Provider | $6,575 | — | $6,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,110
- Estimated Expense Ratio: 3.373% 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 | $70,872 | — | $26,543 | $25,000 | — |
| 2023 | $75,829 | — | $30,863 | $23,600 | — |