Plan Snapshot
- Plan Sponsor: Kohler Co. & Subsidiaries
- Sponsor EIN: 390402810
- Sponsor Address: 444 HIGHLAND DRIVE, KOHLER, WI, 530441515
- Plan Type: 401(k)
- Plan Number: 012
- Total Participants: 0
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.0B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.0B | $0 | $0 |
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 |
|---|---|---|---|---|
| VOYA INVESTMENT ADVISORS, LLC | Investment Advisor | $1,221,157 | — | $1,221,157 |
| VOYA INSTITUTIONAL PLAN SERVICES | Recordkeeper | $1,174,605 | — | $1,174,605 |
| REINHART | ERISA Attorney | $30,668 | — | $30,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,426,430
- Estimated Expense Ratio: 0.235% 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 | $1,873,200 | $1,221,157 | $605,368 | — | — |
| 2023 | $2,549,867 | $1,261,104 | $1,202,932 | — | — |
| 2022 | $2,555,102 | — | — | — | $2,555,102 |