Knightvest Management, L.l.c. 401(k) Plan: Login, Facts & Contact Information

Knightvest Management, L.l.c. 401(k) Plan Facts

Plan name
KNIGHTVEST 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KNIGHTVEST MANAGEMENT, L.L.C.
Participants
650 (588 active employees)
Former employees with a balance
61
Plan assets
$12,163,190 at Dec 31, 2024
Average account balance
$42,380 across 287 accounts
Employer contributions
$980,708 in plan year 2024 (42% of all contributions)
Recordkeeper
Empower Annuity Insurance Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.33 million went into the plan in contributions, $980,708 of it from the employer (42%).
  • $1.37 million was paid out to participants.
  • Investment and other income added $1.56 million.
  • Administrative expenses were $86,155, about $300 per account.

How the Knightvest Management, L.l.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019385$3.39 million$410,764$98,037
2020468$4.66 million$488,058$368,166
2021533$6.49 million$603,624$306,812
2022539$6.83 million$797,540$421,312
2023644$9.73 million$885,534$551,712
2024650$12.2 million$980,708$1.37 million

Knightvest Management, L.l.c. 401(k) Contact Information

Phone
214-915-8364
Mailing address
5400 LBJ FREEWAY, SUITE 450, DALLAS TX 75240
Plan sponsor
KNIGHTVEST MANAGEMENT, L.L.C.
Employer identification number (EIN)
27-0878012
Plan number
001

Questions about the Knightvest Management, L.l.c. 401(k)

Does Knightvest Management, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $980,708, 42% of all contributions.

Does the Knightvest Management, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Knightvest Management, L.l.c 401(k) plan?

650 participants at the start of plan year 2024, 588 of them active employees, and 61 former employees who still had money in the plan.

What is the average 401(k) balance at Knightvest Management, L.l.c?

About $42,380 per account: $12.2 million in plan assets across 287 accounts with a balance at the end of plan year 2024.

Who manages the Knightvest Management, L.l.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Knightvest Management, L.l.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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