What public Form 5500 filings show about the Kohlberg Kravis Roberts & Co. L.P. 401(k) plan — and how to find and check your own account.
Kohlberg Kravis Roberts & Co. L.P. (EIN 13-2857105) reports KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $666.2M in plan assets across 1,627 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Kohlberg Kravis Roberts & Co. L.P. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kohlberg Kravis Roberts & Co. L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, THOMPSON HINE, DELOITTE AND TOUCHE, KESTRA ADVISORY SERVICES.
