Kendra Scott 401(k) Plan Notices

Empower

You can manage your account, sign up for EDelivery of your quarterly statement, and view your quarterly statement by logging into Empower’s website. You may also call Empower at 1-855-756-4738.

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404(a)(5) Fee Disclosure

A disclosure of the individual and plan level fees that may be deducted from your account, including a comparative chart of the past performance, expense ratios, shareholder fees, and trade restrictions applicable to the investments available in your retirement plan.

Effective Date: September 26, 2024
Posted Date: October 2024

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Qualified Default Investment Alternative

A description of the risk/return characteristics, fees, and expenses of the investment fund(s) you will be defaulted into should you not make an affirmative election of the investments you wish your retirement contributions invested in.
Effective Date: 8/31/2024

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Posted: September 7th 2023

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Summary Annual Report

A plan-level summary of the financial activity, expenses, participant counts, and market value in your retirement plan for a particular plan year.

Effective Date: December 31, 2023
Posted Date: October 2024

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Summary Plan Description

The Summary Plan Description (‘SPD’) is a plain English summary of the plan provisions.

Effective Date: January 1, 2024
Posted Date: October 2024

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Effective: January 1, 2023
Posted: December 5, 2022

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Safe Harbor Notice

A description of special “safe harbor” contributions the company intends to make to the plan.

Effective Date: January 1, 2025
Posted Date: October 2024

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Effective Date: January 1, 2024
Posted Date: September 2023

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Know Your Rights

You may obtain a free copy of any document on this page by requesting the document using the following ways. Please be sure to include your name and full mailing address. If you have questions about your request, please include your phone number and/or email address. Please also include the specific document that you would like.

  1. Email ourteam@aboutmy401k.com
  2. Send a letter to: About My 401(k) Plan, 10777 Northwest Freeway, Suite 450, Houston, TX 77092.