Kroll 401(K) Retirement Savings Plan — Form 5500 plan (Kroll, LLC)

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, Kroll 401(K) Retirement Savings Plan is a benefit plan reported by Kroll, LLC under EIN 36-4090666 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,068 participants and $446,078,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kroll, LLC
EIN
36-4090666
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
3,068
End-of-year plan assets
$446,078,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,068H, C20241011091707NAL0012318611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$446,078,870
Total liabilities (EOY)
$0
Net assets (EOY)
$446,078,870
Net assets (BOY)
$372,406,851

Income & contributions

Employer contributions
$13,366,618
Participant contributions
$26,077,430
Total contributions
$43,958,148
Total income / additions
$110,082,115

Expenses & distributions

Benefits paid
$35,985,798
Administrative expenses
$413,755
Total expenses
$36,410,096
Net increase / (decrease)
$73,672,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$236,951$02023
Graystone Consulting-Morgan StanleyADVISOR$176,804not reported in the loaded dataset2023

Related Form 5500 pages