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Original filing (PDF)20241015101119NAL0029216897001
KUEHNE & NAGEL INC.
Form 5500
FILING_RECEIVED
KUEHNE & NAGEL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,805
Accounts w/ balance
8,306
Plan assets (EOY)
$507.7M
Net assets (EOY)
$507.7M
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 (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 77% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUEHNE & NAGEL INC..
Plan sponsor
Name
KUEHNE & NAGEL INC.
EIN
13-2571986
Address
10 EXCHANGE PLACE, 19TH FLOOR · JERSEY CITY, NJ · 07302
Phone
(201) 369-4401
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $470K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $29K | — |
| CBIZ | — | CINCINNATI, OH | NONE | $19K | — |
| FIDUCIARY INVESTMENT ADVISORS | — | WINDSOR, CT | NONE | $14K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $7K | — |
Investments
1 pooled fund· $48.9M(10% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $48.9M | 9.6% |