Kpmg Partner Retirement Savings Plan
Sponsored by Kpmg Llp C/O Total Rewards Dept · EIN 135565207 · Plan #017
- Total assets
- $524M
- Net assets
- $524M
- Active participants
- 1,544
- With balances
- 2,600
Plan year beginning 05/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 & Smith | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $109,119 |
| Willkie Farr & Gallagher Llp | Legal, Direct payment from the plan | $17,492 |
| Rocaton Inv Adv | Consulting (general), Investment advisory (plan), Direct payment from the plan | $14,259 |