# Kone INC. 401(k) Plan
Source: https://planprovider.pro/companies/kone-inc-401k-plan

> Kone INC.'s 401(k) plan: 1,962 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kone INC.

- **Sponsor EIN:** 362357423

- **Sponsor Address:** 3333 WARRENVILLE RD, LISLE, IL, 60532

- **Plan Type:** 401(k)

- **Total Participants:** 1,962

- **Total Assets:** $467.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,962|$467.4M|$9.8M|$21.9M|

| 2023|1,842|$420.2M|$9.3M|$20.5M|

| 2022|1,846|$371.6M|$8.8M|$19.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$209,211|—|$209,211|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$65,757|—|$65,757|

| MCDERMOTT WILL & EMERY LLP|ATTORNEY/LEGAL|$52,024|—|$52,024|

| PLANTE MORAN|ACCOUNTANT|$15,000|—|$15,000|

| AON|CONSULTANT|$13,750|—|$13,750|

| PLANTE AND MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $355,742

- **Estimated Expense Ratio:** 0.076% 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|$347,530|$209,211|$3,600|—|—|

| 2023|$251,600|$191,029|$900|—|—|

| 2022|$258,072|$173,256|—|—|—|

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