What public Form 5500 filings show about the KPMG LLP 401(k) plan — and how to find and check your own account.
KPMG LLP (EIN 13-5565207) reports KPMG 401(K) CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $10.5B in plan assets across 36,245 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full KPMG LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KPMG LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIS TOWERS WATSON, WILLKIE FARR & GALLAGHER, GLOBAL TRUST, WILLIAM BLAIR FUNDS, BLACKROCK INSTITUTIONAL TRUST CO, FIDELITY INSTITUTIONAL ASSET MGMT.
