# Kohlberg & Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/kohlberg-co-llc-401k-plan

> Kohlberg & Co., LLC's 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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