# Lg&E And Ku Energy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lg-e-and-ku-energy-llc-200523163-520

> Lg&E And Ku Energy, LLC's 401(k) plan: 2,585 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lg&E And Ku Energy, LLC

- **Sponsor EIN:** 200523163

- **Sponsor Address:** 2701 EASTPOINT PARKWAY, LOUISVILLE, KY, 40223

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

- **Plan Number:** 520

- **Total Participants:** 2,585

- **Total Assets:** $5.3M

## 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|2,585|$5.3M|$10.0M|$3.8M|

| 2023|3,068|$5.2M|$14.2M|$4.0M|

| 2022|3,068|$4.1M|$11.7M|$4.4M|

## 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|

| ANTHEM HEALTH PLANS OF KY, INC.|Recordkeeper|$505,786|—|$505,786|

| TELUS HEALTH (US) LTD.|Recordkeeper|$413,293|—|$413,293|

| EXPRESS SCRIPTS, INC.|Recordkeeper|$177,646|—|$177,646|

| BAKER TILLY US, LLP|Auditor|$46,947|—|$46,947|

| BANK OF NEW YORK MELLON|Custodian / Trustee|$6,910|—|$6,910|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF KY, INC.](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,150,582

- **Estimated Expense Ratio:** 21.727% 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|$1,320,576|$53,817|—|—|—|

| 2023|$1,642,382|$7,000|$1,635,382|—|—|

| 2022|$1,507,566|$6,820|$1,500,746|—|—|

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