# Kohlberg Kravis Roberts & Co. L.P. 401(k) Plan
Source: https://planprovider.pro/companies/kohlberg-kravis-roberts-co-l-p-401k-plan

> Kohlberg Kravis Roberts & Co. L.P.'s 401(k) plan: 1,627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/thompson-hine-llp) — LEGAL

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DELOITTE AND TOUCHE](https://planprovider.pro/provider/deloitte-and-touche-llp) — ACCOUNTING/AUDITOR

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kohlberg-kravis-roberts-co-l-p-401k-plan)

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