2023 Form 5500 filing — Kldiscovery Ontrack, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011082905NAL0021522625001) for Kldiscovery Ontrack, LLC 401(K) Plan, reported by Kldiscovery Holdings Inc. under EIN 81-0787151 and plan number 001. It reports 2,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082905NAL0021522625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kldiscovery Holdings Inc.
- EIN
- 81-0787151
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 2,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,071,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,071,097
- Employer contributions
- $3,437,730
- Participant contributions
- $8,707,817
- Total income / additions
- $27,588,428
- Benefits paid
- $5,350,138
- Administrative expenses
- $119,823
- Total expenses
- $5,470,723
- Net increase / (decrease)
- $22,117,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $84,823 | not reported in the loaded dataset |
| Creative Planning LLC | ADVISOR | $35,000 | not reported in the loaded dataset |