K&L Gates 401(K) Plan Beta — Form 5500 plan (K&L Gates Llp)

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, K&L Gates 401(K) Plan Beta is a benefit plan reported by K&L Gates Llp under EIN 25-0921018 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,037 participants and $450,293,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K&L Gates Llp
EIN
25-0921018
Plan number
003
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
2,037
End-of-year plan assets
$450,293,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,037H, C20241010094105NAL0009866467002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$450,293,424
Total liabilities (EOY)
$13,567
Net assets (EOY)
$450,279,857
Net assets (BOY)
$381,920,927

Income & contributions

Employer contributions
$8,452,292
Participant contributions
$13,386,312
Total contributions
$24,590,116
Total income / additions
$95,860,771

Expenses & distributions

Benefits paid
$33,649,085
Administrative expenses
$173,980
Total expenses
$33,831,609
Net increase / (decrease)
$62,029,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst OperationsRECORDKEEPER$100,075$02023
Fiducient AdvisorsINVESTMENT ADVISOR$52,142not reported in the loaded dataset2023
Henry H. ArmstrongINVESTMENT ADVISOR$30,098not reported in the loaded dataset2023
Schneider Downs & Co., Inc.PLAN AUDITOR$20,708not reported in the loaded dataset2023
Cibc Atlantic Tr Private W.M.INVESTMENT ADVISOR$16,214not reported in the loaded dataset2023
Chevy Chase Trust CompanyINVESTMENT ADVISOR$9,549not reported in the loaded dataset2023

Related Form 5500 pages