Original filing (PDF)20251010153817NAL0004380435001

MCKINSEY & COMPANY, INC.

Name: MCKINSEY & COMPANY, INC. — MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLAN, Form 5500 (2024)
Creator: MCKINSEY & COMPANY, INC.

Form 5500

FILING_RECEIVED

MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

1,142

Accounts w/ balance

—

Plan assets (EOY)

$520.8M

Net assets (EOY)

$520.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

100

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKINSEY & COMPANY, INC..

Plan sponsor

Name

MCKINSEY & COMPANY, INC.

EIN

13-1826332

Address

175 GREENWICH STREET · THREE WORLD TRADE CENTER FL. 60-64 · NEW YORK, NY · 10007

Phone

(212) 446-7000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

012

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $507.2M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.