# Koch Companies, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/koch-companies-llc-992447784-537

> Koch Companies, LLC's Health & Welfare plan: 51 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:** 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](https://planprovider.pro/provider/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|—|

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