Plan Snapshot
- Plan Sponsor: Koch Enterprises, INC.
- Sponsor EIN: 350447300
- Sponsor Address: 14 SOUTH ELEVENTH AVENUE, EVANSVILLE, IN, 47712
- Plan Type: 401(k)
- Total Participants: 2,537
- Total Assets: $284.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,537 | $284.5M | $7.7M | $15.7M |
| 2023 | 2,582 | $251.6M | $7.2M | $14.7M |
| 2022 | 2,467 | $206.2M | $6.3M | $13.1M |
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 |
|---|---|---|---|---|
| HARDING SHYMANSKI & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING SHYMANSKI & CO. — Auditor
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 | $305,282 | $136,661 | — | — | — |
| 2023 | $310,608 | $160,179 | — | — | — |
| 2022 | $181,107 | — | $181,107 | — | — |