Kldiscovery Ontrack, LLC 401(K) Plan — Form 5500 plan (Kldiscovery 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, Kldiscovery Ontrack, LLC 401(K) Plan is a benefit plan reported by Kldiscovery Holdings Inc. under EIN 81-0787151 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,251 participants and $107,071,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kldiscovery Holdings Inc.
EIN
81-0787151
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
2,251
End-of-year plan assets
$107,071,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,251H, C20241011082905NAL0021522625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,071,097
Total liabilities (EOY)
$0
Net assets (EOY)
$107,071,097
Net assets (BOY)
$84,953,392

Income & contributions

Employer contributions
$3,437,730
Participant contributions
$8,707,817
Total contributions
$13,249,884
Total income / additions
$27,588,428

Expenses & distributions

Benefits paid
$5,350,138
Administrative expenses
$119,823
Total expenses
$5,470,723
Net increase / (decrease)
$22,117,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$84,823not reported in the loaded dataset2023
Creative Planning LLCADVISOR$35,000not reported in the loaded dataset2023

Related Form 5500 pages