Plan Ledger DOL Form 5500 · updated monthly

Koch Companies, LLC401(k)

KOCH EMPLOYEES' SAVINGS PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Koch Companies, LLC reported $884,058 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,655 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.05% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 1st-largest of 828 plans among Kansas employers on file, and the 83rd of 13,661 in manufacturing. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,336,688,072
Participants with balances17,960
Active participants11,749
Employer contributions$125,186,437
Employee contributions$134,433,547
Employer contribution per active participant$10,655
Average account balance$241,464
Benefits paid to participants$430,880,670
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.3B · 17,960 accts · $125.2M emplr
2023$3.9B · 17,862 accts · $120.2M emplr
Administrative expenses, itemized · 2024
Investment management$862,753
Audit (IQPA)$23,149
Total administrative$884,058
The Koch Companies, LLC 401(k) match · 2024
Employer contribution per active participant$10,655
Median for plans this size$5,259
2024$10,655 per active participant
2023$10,522 per active participant

Koch Companies, LLC's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
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 / audit$23,149
WILLIS TOWERS WATSON US LLC · Consulting$18,520

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$884,058 · 0.02%
2023$1,717,604 · 0.05%
Same employer
Similar plansManufacturing · Kansas
Micron Technology, Inc. ID$4.4B · 0.04%
Analog Devices, Inc. MA$4.3B · 0.01%
Ppg Industries, Inc. PA$4.3B · 0.08%
Gilead Sciences, Inc. CA$4.3B · 0.00%
Ecolab Inc. MN$4.2B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 992447784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.