Koch Employees' Savings Plan
Sponsored by Koch Companies, Llc · EIN 992447784 · Plan #002
- Total assets
- $4.3B
- Net assets
- $4.3B
- Active participants
- 11,749
- With balances
- 17,960
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 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $862,753 |
| Alight Financial Advisors, Llc | Other services | $58,025 |
| The Vanguard Group, Inc. | Investment management | $27,352 |
| The Northern Trust Company | Other services | $24,105 |
| Cbiz Cpas P.C. | Accounting | $23,149 |
| Willis Towers Watson Us Llc | Consulting (general) | $18,520 |