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Original filing (PDF)20251014081439NAL0001113859001
KNOWN GLOBAL LLC
Form 5500
FILING_RECEIVED
KNOWN GLOBAL LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
372
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWN GLOBAL LLC.
Plan sponsor
Name
KNOWN GLOBAL LLC
EIN
46-4686059
Address
5 BRYANT PARK, 22ND FLOOR · NEW YORK, NY · 10018
Phone
(212) 257-5530
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
37 direct securities· $48.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | — | — | — | $7.0M | 18.7% | |
| Vanguard Total Stock Market Index Admiral Fund | — | — | — | $7.0M | 18.7% | |
| Vanguard 500 Index Fund-Admiral Shares | — | — | — | $4.9M | 13.0% | |
| DFA U.S. Targeted Value I | — | — | — | $4.2M | 11.0% | |
| Vanguard Intermediate-Term Treasury Index Admiral Fund | — | — | — | $3.3M | 8.9% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $3.3M | 8.9% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $2.9M | 7.7% | |
| DFA International Small Cap Value | — | — | — | $2.7M | 7.2% | |
| DFA Emerging Markets Core Equity | — | — | — | $1.9M | 5.0% | |
| VANGUARD SHRT TERM INFL PRO Registered Investment Company | — | — | — | $1.4M | 3.8% | |
| DFA Short-Term Extended Quality Portfolio | — | — | — | $1.4M | 3.8% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $1.3M | 3.5% | |
| DFA US Large Cap Value III | — | — | — | $955K | 2.5% | |
| Vanguard Mid Cap Growth Index Admiral Fund | — | — | — | $855K | 2.3% | |
| Schwab Target 2055 Index | — | — | — | $683K | 1.8% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $665K | 1.8% | |
| Schwab Target 2050 Index | — | — | — | $443K | 1.2% | |
| Schwab Target 2040 Index | — | — | — | $383K | 1.0% | |
| Vanguard Total World Stock Index Admiral Fund | — | — | — | $330K | 0.9% | |
| Schwab Interest-bearing cash | — | — | — | $285K | 0.8% | |
| Schwab Target 2030 Index | — | — | — | $278K | 0.7% | |
| AQR Large Cap Multi Style Fund Class R6 | — | — | — | $277K | 0.7% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $263K | 0.7% | |
| Bridgeway Omni Small Cap Value Fund Class | — | — | — | $239K | 0.6% | |
| Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $160K | 0.4% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $151K | 0.4% | |
| Schwab Target 2060 Index | — | — | — | $144K | 0.4% | |
| Notes receivable from Interest rates of 9.50% - 10.50%; Maturity dates from | — | — | — | $116K | 0.3% | |
| PARTICIPANT LOANS (9.50% - 10.50%) | — | — | — | $116K | 0.3% | |
| Schwab Target 2045 Index | — | — | — | $100K | 0.3% | |
| Schwab Target 2025 Index | — | — | — | $55K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $51K | 0.1% | |
| Vanguard Emerging Markets Index Admiral Fund | — | — | — | $40K | 0.1% | |
| Schwab Target 2065 Index | — | — | — | $30K | <0.1% | |
| Schwab Target 2035 Index | — | — | — | $30K | <0.1% | |
| Schwab Target 2020 Index | — | — | — | $3K | <0.1% | |
| Schwab Target 2010 Index | — | — | — | $3K | <0.1% |
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