Kdc Usa 401(K) Plan — Form 5500 plan (Kdc Us Holdings, Inc.)
Plain-English plan 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, Kdc Usa 401(K) Plan is a benefit plan reported by Kdc Us Holdings, Inc. under EIN 20-8080530 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,114 participants and $143,030,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kdc Us Holdings, Inc.
- EIN
- 20-8080530
- Plan number
- 002
- Plan type
- 2
- Location
- Saddle Brook, NJ
- Latest filing year
- 2023
- Participants
- 4,114
- End-of-year plan assets
- $143,030,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,114 | H, C | 20240829081826NAL0021207888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,030,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,030,523
- Net assets (BOY)
- $108,439,795
Income & contributions
- Employer contributions
- $6,211,313
- Participant contributions
- $11,635,209
- Total contributions
- $19,172,571
- Total income / additions
- $39,479,271
Expenses & distributions
- Benefits paid
- $19,095,715
- Administrative expenses
- $429,553
- Total expenses
- $19,647,532
- Net increase / (decrease)
- $19,831,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $354,140 | $0 | 2023 |
| Lockton Investment Advisors | ADVISOR | $43,750 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | ADVISOR | $31,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kdc Us Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Saddle Brook, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Creative Planning LLC — Schedule C compensation