AUMdb

Kpmg 401(k) Capital Accumulation Plan

Sponsored by Kpmg Llp · EIN 135565207 · Plan #011

Total assets
$10.5B
Net assets
$10.5B
Active participants
36,163
With balances
54,737

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner Recordkeeping, Trustee (institutional), Participant loan processing $1,753,561
Rocaton Inv Adv Investment advisory (plan), Direct payment from the plan $257,697
Willkie Farr & Gallagher Legal, Direct payment from the plan $95,021
Grant Thornton Llp Accounting, Direct payment from the plan $91,520
Willis Towers Watson Recordkeeping, Participant communication, Direct payment from the plan $49,852
The Vanguard Group, Inc. Non-monetary compensation $0