Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Kohlberg Kravis Roberts
Kohlberg Kravis Roberts 401(k)
- Finance and insurance
- New York, NY
- EIN 13-2857105
- 1 plan with Schedule H financials
- Plan year 2024
- Kohlberg Kravis Roberts & Co. L.P.
Filed as negative.Schedule H line 2i(3) is reported as -$250,475. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Administrative expenses excluding investment management, per participant · Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · plan year 2024
$29.25
Higher than 16% of the 2,324 plans $250M to 1B that report it.
Source
= $66,276 / 2,266
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819154108NAL0002350657001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819154108NAL0002350657001, received 2025-08-19
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-19.
Cost and contributions
Administrative expenses per participant
$56.19
Higher than 25% of the 2,405 plans $250M to 1B that report it.
Source
= $127,337 / 2,266
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819154108NAL0002350657001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819154108NAL0002350657001, received 2025-08-19
Administrative expenses as a share of assets
0.019%
Higher than 11% of the 2,407 plans $250M to 1B that report it.
Source
= $127,337 / $666,200,940
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819154108NAL0002350657001, received 2025-08-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819154108NAL0002350657001, received 2025-08-19
Employer contributions per participant
$6,190
Higher than 81% of the 2,457 plans $250M to 1B that report it.
Source
= $14,026,862 / 2,266
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819154108NAL0002350657001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819154108NAL0002350657001, received 2025-08-19
Employer share of total contributions
25.7%
Higher than 32% of the 2,459 plans $250M to 1B that report it.
Source
= $14,026,862 / $54,641,595
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819154108NAL0002350657001, received 2025-08-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819154108NAL0002350657001, received 2025-08-19
Plan terms, as stated in Kohlberg Kravis Roberts & Co. L.P.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250819154108NAL0002350657001, received 2025-08-19
Full record, Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | KOHLBERG KRAVIS ROBERTS & CO. L.P. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Plan name | KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Sponsor EIN / plan number | 13-2857105 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Filing received | 2025-08-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Participants, beginning of year | 2,203 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Active participants | 1,627 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Participants, end of year | 2,345 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Participants with an account balance | 2,266 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total assets, beginning of year | $542,179,962 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total assets, end of year | $666,200,940 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Net assets, end of year | $666,156,537 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total income | $153,555,046 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Net income | $124,020,215 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Employer contributions | $14,026,862 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Participant contributions | $31,300,635 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Other contributions (incl. rollovers) | $9,314,098 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total contributions | $54,641,595 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Benefit payments | $29,406,854 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total expenses (incl. benefit payments) | $29,534,831 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Total administrative expenses | $127,337 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Recordkeeping fees | -$250,475 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| IQPA audit fees | $44,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Investment advisory and management fees | $61,061 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Administrative expenses excluding investment management | $66,276 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Held in common/collective trusts | $388,834,648 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Held in mutual funds | $272,898,032 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250819154108NAL0002350657001, received 2025-08-19 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250819154108NAL0002350657001, received 2025-08-19 |
Position = column in the DOL layout for form year 2024. Filing 20250819154108NAL0002350657001, received 2025-08-19.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THOMPSON HINE | LEGAL | 29 Legal | $198,187 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $61,061 | no |
| DELOITTE AND TOUCHE | ACCOUNTING/AUDITOR | 10 Accounting (including auditing) | $44,000 | no |
| KESTRA ADVISORY SERVICES, LLC | CONSULTANT | 16 Consulting (general) | $33,750 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $-250,165 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250819154108NAL0002350657001, received 2025-08-19.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $542,179,962 | $666,200,940 | 22.9% |
| Participants with a balance | 2,139 | 2,266 | 5.9% |
| Administrative expenses | $20,821 | $127,337 | 511.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $13,555,289 | $14,026,862 | 3.5% |
Prior filing 20240917163623NAL0003108513001, received 2024-09-17; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: KOHLBERG KRAVIS ROBERTS & CO. L.P.; SEC registrant: Kohlberg Kravis Roberts & Co. L.P. (CIK 1399770, matched by EIN).