Plan Ledger DOL Form 5500 · updated monthly

Kohlberg Kravis Roberts & Co. L.P.401(k)

KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Kohlberg Kravis Roberts & Co. L.P. reported $127,337 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,621 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 0.018% to 0.021%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 174th-largest of 5,648 plans among New York employers on file, and the 247th of 4,798 in finance & insurance. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$666,156,537
Participants with balances2,266
Active participants1,627
Employer contributions$14,026,862
Employee contributions$31,300,635
Employer contribution per active participant$8,621
Average account balance$293,979
Benefits paid to participants$29,406,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$666.2M · 2,266 accts · $14.0M emplr
2023$542.1M · 2,139 accts · $13.6M emplr
2022$416.7M · 2,022 accts · $11.2M emplr
Administrative expenses, itemized · 2024
Investment management$61,061
Audit (IQPA)$44,000
Total administrative$127,337
The Kohlberg Kravis Roberts & Co. L.P. 401(k) match · 2024
Employer contribution per active participant$8,621
Median for plans this size$4,294
2024$8,621 per active participant
2023$8,706 per active participant
2022$7,157 per active participant

Kohlberg Kravis Roberts & Co. L.P.'s 2024 employer contribution ran above the $4,294 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 · 20245
THOMPSON HINE · Legal$198,187
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$61,061
DELOITTE AND TOUCHE · Accounting / audit$44,000
KESTRA ADVISORY SERVICES, LLC · Consulting$33,750
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$127,337 · 0.02%
2023$20,821 · 0.00%
2022$78,861 · 0.02%
Same employer
Similar plansFinance & Insurance · New York
D. E. Shaw & Co., L.P. NY$719.2M · 0.00%
Two Sigma Investments, LP NY$698.4M · 0.00%
Jane Street Group, LLC NY$686.9M · 0.01%
Hf Management Services, LLC NY$678.5M · 0.12%
Cooperatieve Rabobank U.A. NY$578.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132857105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.