Kpmg Pension Plan
Sponsored by Kpmg Llp · EIN 135565207 · Plan #016
- Total assets
- $3.1B
- Net assets
- $3.1B
- Active participants
- 18,369
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Recordkeeping, Participant communication | $4,039,465 |
| Goldman Sachs Asset Management | Investment management, Investment management fees (direct), Non-monetary compensation | $1,205,543 |
| Pimco | Investment management, Investment management fees (direct) | $907,390 |
| State Street Bank And Trust Company | Trustee (institutional), Direct payment from the plan | $494,032 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $355,297 |
| Fidelity Institutional Asset Mgmt | Investment management, Investment management fees (direct) | $324,695 |
| William Blair Funds | Investment management, Investment management fees (direct) | $304,057 |
| Wellington Management | Investment management, Investment management fees (direct) | $205,659 |
| United Forms Finishing | Copying and duplicating, Direct payment from the plan | $161,239 |
| Grant Thornton | Accounting, Direct payment from the plan | $94,640 |
| State Street Global Advisors Trust | Custodial (securities), Investment management fees (direct) | $87,473 |
| Willkie Farr & Gallagher | Legal, Direct payment from the plan | $38,378 |
| Global Trust Company | Trustee (institutional), Direct payment from the plan | $11,284 |