# Kone INC. DB Plan
Source: https://planprovider.pro/companies/kone-inc-plan-001

> Kone INC.&#39;s DB plan: 1,769 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 ROAD, SUITE 700, LISLE, IL, 60532

- **Plan Type:** DB

- **Total Participants:** 1,769

- **Total Assets:** $166.4M

## 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|1,769|$166.4M|$0|$0|

| 2023|1,709|$168.1M|$10.6M|$0|

| 2022|1,693|$158.6M|$17.7M|$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|

| AON CONSULTING, INC.|NONE KNOWN|$1,062,395|—|$1,062,395|

| AON INVESTMENT USA INC.|NONE KNOWN|$276,163|—|$276,163|

| MCDERMOTT WILL & EMERY LLP|NONE KNOWN|$177,478|—|$177,478|

| PRINCIPAL TRUST COMPANY|NONE KNOWN|$83,362|—|$83,362|

| PLANTE & MORAN, PLLC|NONE KNOWN|$23,300|—|$23,300|

| BLOOMING COLOR INC|NONE KNOWN|$17,578|—|$17,578|

### Verified Provider Profiles

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

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE KNOWN

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — NONE KNOWN

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — NONE KNOWN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,640,276

- **Estimated Expense Ratio:** 0.986% 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|$1,640,276|$980,735|—|$23,300|—|

| 2023|$1,277,674|$722,855|—|$36,100|—|

| 2022|$1,322,110|$324,343|—|—|$997,767|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kone-inc-plan-001)

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