Plan Snapshot
- Plan Sponsor: Kohlberg Kravis Roberts & Co. L.P.
- Sponsor EIN: 132857105
- Sponsor Address: 30 HUDSON YARDS, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 1,627
- Total Assets: $666.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,627 | $666.2M | $14.0M | $31.3M |
| 2023 | 1,557 | $542.2M | $13.6M | $30.4M |
| 2022 | 1,562 | $416.8M | $11.2M | $25.1M |
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 |
|---|---|---|---|---|
| THOMPSON HINE | LEGAL | $198,187 | — | $198,187 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $61,061 | — | $61,061 |
| DELOITTE AND TOUCHE | ACCOUNTING/AUDITOR | $44,000 | — | $44,000 |
| KESTRA ADVISORY SERVICES, LLC | CONSULTANT | $33,750 | — | $33,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON HINE — LEGAL
- STRATEGIC ADVISORS, INC. — ADVISOR
- DELOITTE AND TOUCHE — ACCOUNTING/AUDITOR
- KESTRA ADVISORY SERVICES, LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $336,998
- Estimated Expense Ratio: 0.051% 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 | $127,337 | $61,061 | — | $44,000 | — |
| 2023 | $20,821 | $46,203 | $300 | — | — |
| 2022 | $78,861 | $24,972 | — | — | — |