Kathleen Kober signed Kohlberg Kravis Roberts & Co. L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kohlberg Kravis Roberts & Co. L.P.'s EIN is 13-2857105.
Download the official 2024 Form 5500 (PDF) for Kohlberg Kravis Roberts & Co. L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kohlberg Kravis Roberts & Co. L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$250K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $61K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $119.8M | 18.0% | |
| Spartan**** | Other securities | — | — | $110.7M | 16.6% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $110.7M | 16.6% | |
| Capital Group**** | Common Stocks | — | — | $63.8M | 9.6% | |
| CG 2055 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $63.8M | 9.6% | |
| Capital Group**** | Common Stocks | — | — | $44.9M | 6.7% | |
| CG 2045 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $44.9M | 6.7% | |
| Capital Group**** | Common Stocks | — | — | $42.9M | 6.4% | |
| CG 2050 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $42.9M | 6.4% | |
| Capital Group**** | Common Stocks | — | — | $41.0M | 6.1% | |
| CG 2040 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $41.0M | 6.1% | |
| Columbia | Other securities | — | — | $35.3M | 5.3% | |
| Capital Group**** | Common Stocks | — | — | $24.8M | 3.7% | |
| CG 2035 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $24.8M | 3.7% | |
| Capital Group**** | Common Stocks | — | — | $21.6M | 3.2% | |
| CG 2030 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $21.6M | 3.2% | |
| Janus Henderson | Mutual Funds | — | — | $16.0M | 2.4% | |
| John Hancock | Other securities | — | — | $14.2M | 2.1% | |
| MFS | Mutual Funds | — | — | $12.7M | 1.9% | |
| Principal | Other securities | — | — | $12.5M | 1.9% | |
| Capital Group**** | Common Stocks | — | — | $11.4M | 1.7% | |
| CG 2025 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $11.4M | 1.7% | |
| Fidelity*** | Mutual Funds | — | — | $10.3M | 1.5% | |
| BlackRock | Other securities | — | — | $9.8M | 1.5% | |
| MetWest | Other securities | — | — | $9.8M | 1.5% | |
| Goldman Sachs**** | Other securities | — | — | $9.7M | 1.5% | |
| GS STABLE VAL INST3 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $9.7M | 1.5% | |
| Hartford | Other securities | — | — | $8.2M | 1.2% | |
| Goldman Sachs | Other securities | — | — | $7.7M | 1.1% | |
| Spartan**** | Other securities | — | — | $4.9M | 0.7% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $4.9M | 0.7% | |
| Fidelity | Mutual Funds | — | — | $4.3M | 0.6% | |
| Capital Group**** | Common Stocks | — | — | $3.9M | 0.6% | |
| CG 2060 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| Capital Group**** | Common Stocks | — | — | $3.7M | 0.6% | |
| CG 2065 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| Spartan**** | Other securities | — | — | $3.1M | 0.5% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| PIMCO | Mutual Funds | — | — | $2.8M | 0.4% | |
| Participants | Other securities | — | — | $2.6M | 0.4% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 0.4% | |
| Janus Henderson | Mutual Funds | — | — | $2.4M | 0.4% | |
| PIMCO | Mutual Funds | — | — | $1.9M | 0.3% | |
| Calvert | Other securities | — | — | $1.7M | 0.3% | |
| Wells Fargo | Other securities | — | — | $1.7M | 0.3% | |
| Capital Group**** | Common Stocks | — | — | $1.2M | 0.2% | |
| CG 2020 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| Capital Group**** | Common Stocks | — | — | $1.1M | 0.2% | |
| CG 2010 TD TD1 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Goldman Sachs | Other securities | — | — | $1.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES, LLC |
| 35-2552359 |
| — |
| CONSULTANT |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE | 13-3891517 | — | ACCOUNTING/AUDITOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE | 34-0575300 | — | LEGAL | $198K | — |
