Plan Ledger DOL Form 5500 · updated monthly

Koch Enterprises, Inc.401(k)

KOCH COMPANIES 401(K) PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Koch Enterprises, Inc. reported $305,282 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $3,026 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 2 years on file its reported administrative ratio rose from 0.08% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other management of companies employers. By assets it is the 58th-largest of 1,562 plans among Indiana employers on file, and the 121st of 786 in management of companies. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$284,495,571
Participants with balances2,989
Active participants2,537
Employer contributions$7,678,063
Employee contributions$15,698,800
Employer contribution per active participant$3,026
Average account balance$95,181
Benefits paid to participants$32,883,646
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$284.5M · 2,989 accts · $7.7M emplr
2023$251.6M · 3,615 accts · $7.2M emplr
2022$206.2M · 2,865 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$168,321
Investment management$136,661
Total administrative$305,282
The Koch Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$3,026
Median for plans this size$4,294
2024$3,026 per active participant
2023$2,808 per active participant
2022$2,559 per active participant

Koch Enterprises, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. 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 · 20244
MORGAN STANLEY · Investment advisory (plan)$103,714
EMPOWER ADVISORY GROUP, LLC · Investment management$32,947
QDRO CONSULTANTS CO LLC$300

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

Administrative cost history3
2024$305,282 · 0.11%
2023$310,608 · 0.14%
2022$181,107 · 0.08%
Same employer
Similar plansManagement of Companies · Indiana
Old National Bancorp IN$733.1M · 0.03%
Hillenbrand, Inc. IN$545.1M · 0.04%
Schwarz Partners LP IN$282.0M · 0.26%
1ST Source Corporation IN$267.8M · 0.07%
Batesville Services LLC IN$210.4M · 0.15%
Nibe Energy Systems, Inc. IN$157.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350447300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.