Kohlberg Kravis Roberts And Co. 401(k) Profit Sharing Plan
Sponsored by Kohlberg Kravis Roberts & Co. L.P. · EIN 132857105 · Plan #001
- Total assets
- $666M
- Net assets
- $666M
- Active participants
- 1,627
- With balances
- 2,266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thompson Hine | Legal | $198,187 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $61,061 |
| Deloitte And Touche | Accounting | $44,000 |
| Kestra Advisory Services, Llc | Consulting (general) | $33,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$250,165 |