AUMdb

Kennametal Inc. Retirement Income Plan

Sponsored by Kennametal Inc. · EIN 250900168 · Plan #001

Total assets
$511M
Net assets
$511M
Active participants
439
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
T. Rowe Price Associates, Inc. CRD 105496 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nisa Investment Advisors Investment management, Investment management fees (direct) $760,001
Cbiz, Inc. Plan administrator, Recordkeeping, Consulting (pension) $256,756
T. Rowe Price Associates, Inc. Investment management, Investment management fees (direct) $69,659
Us Bank National Association Trustee (institutional), Direct payment from the plan $64,898
Cook Street Consulting Consulting (pension), Direct payment from the plan $57,635
Willis Towers Watson Us, Llc Actuarial, Direct payment from the plan $30,000
Bdo Usa, P.C. Accounting, Direct payment from the plan $27,208
Blackrock Institutional Trust Co. Investment management, Investment management fees (direct), Direct payment from the plan $8,799
Schneider Downs & Co., Inc. Accounting, Direct payment from the plan $8,200