Plan Snapshot
- Plan Sponsor: The Knot Worldwide
- Sponsor EIN: 743207805
- Sponsor Address: 2 WISCONSIN CIRCLE #3, CHEVY CHASE, MD, 208157003
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $86.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 823 | $86.3M | $1.1M | $9.8M |
| 2023 | 945 | $76.2M | $1.1M | $9.6M |
| 2022 | 983 | $57.5M | $1.0M | $8.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $173,806 | — | $173,806 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $40,000 | $40,000 |
| CITRIN COOPERMAN AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,806
- Estimated Expense Ratio: 0.248% 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 | $173,806 | — | $173,806 | — | — |
| 2023 | $149,240 | — | $149,240 | — | — |
| 2022 | $158,876 | — | $158,876 | — | — |