Plan Snapshot
- Plan Sponsor: Kohlberg & Co., LLC
- Sponsor EIN: 133850539
- Sponsor Address: 111 RADIO CIRCLE, MOUNT KISCO, NY, 10549
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $65.5M
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 | 93 | $65.5M | $2.6M | $2.1M |
| 2023 | 92 | $53.3M | $2.2M | $1.7M |
| 2022 | 83 | $42.5M | $1.8M | $1.4M |