KPMG LLP's EIN is 13-5565207.
Download the official 2024 Form 5500 (PDF) for KPMG LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPMG LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | — | RECORDKEEPER | $1.8M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ROCATON INV ADV |
| 04-3638035 |
| — |
| CONSULTANT |
| $258K |
| — |
| GRANT THORNTON LLP | 36-6055558 | — | CONSULTANT | $92K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | CONSULTANT | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLKIE FARR & GALLAGHER | 13-5536844 | — | OTHER | $95K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $2.9B | 27.6% | |
| JP Morgan Large Cap Growth Mutual Fund, 12,852,275 shares X | Other securities | — | — | $1.1B | 10.3% | |
| BLK MSCI ACWI EX-US IDX NL FUND M BLACKROCK INSTITUTIONAL TRUST N.A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $715.9M | 6.8% | |
| BlackRock FedFund Money Market Mutual Fund X | Cash / Money Market | — | — | $586.1M | 5.6% | |
| DFA U.S. Sustainability Core 1 Mutual Fund, 11,679,642 shares X | Mutual Funds | — | — | $532.8M | 5.1% | |
| MFS Value Fund Mutual Fund, 10,744,801 shares X | Mutual Funds | — | — | $520.4M | 5.0% | |
| EXTENDED EQUITY MARKET FUND K BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $441.1M | 4.2% | |
| Vanguard Explorer Fund Mutual Fund, 3,863,570 shares X | Mutual Funds | — | — | $412.8M | 3.9% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund, 33,479,204 shares X | Common Collective Trusts | — | — | $339.1M | 3.2% | |
| Hotchkis &Wiley Small Cap Value Investment Fund Mutual Fund, 4,453,261 shares X | Other securities | — | — | $331.1M | 3.2% | |
| VFTC INST TOTAL BOND MKT INDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $328.2M | 3.1% | |
| American EuroPacific Growth Fund Mutual Fund, 5,770,653 shares X | Other securities | — | — | $310.0M | 3.0% | |
| JP Morgan Mid Cap Val Fund Mutual Fund, 6,511,621 shares X | Other securities | — | — | $239.1M | 2.3% | |
| Artisan Mid-Cap Fund Investor Mutual Fund, 6,759,141 shares X | Other securities | — | — | $229.1M | 2.2% | |
| Dodge & Cox International Stock Fund Mutual Fund, 4,579,908 shares X | Mutual Funds | — | — | $228.5M | 2.2% | |
| Vanguard High Yield Corp Mutual Fund, 32,167,518 shares X | Mutual Funds | — | — | $174.3M | 1.7% | |
| Dodge & Cox Income Mutual Fund, 12,450,713 shares X | Mutual Funds | — | — | $154.3M | 1.5% | |
| STATE STREET 1-10 YEAR U.S. TIPS STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 396 | Common Collective Trust | — | — | $143.8M | 1.4% | |
| Fidelity Real Estate Index Mutual Fund, 7,394,526 shares X | Mutual Funds | — | — | $119.1M | 1.1% | |
| Fidelity Advisor Real Estate Income Fund Mutual Fund, 6,146,849 shares X | Mutual Funds | — | — | $72.7M | 0.7% | |
| Vanguard Intermediate Term US Treasury Mutual Fund, 2,242,410 shares X | U.S. Treasuries | — | — | $54.5M | 0.5% | |
| Participant loans Notes receivable from participants X | Participant loans | — | — | $53.5M | 0.5% | |
| Pimco Income Fund Mutual Fund, 4,937,304 shares X | Mutual Funds | — | — | $51.9M | 0.5% | |
| JP Morgan Emerging Mkts Equity Fund Mutual Fund, 1,500,852 shares X | Other securities | — | — | $45.4M | 0.4% | |
| MFS Emerging Markets Debt Mutual Fund, 2,114,594 shares X | Mutual Funds | — | — | $25.3M | 0.2% | |
| MFS International New Discovery Fund Mutual Fund, 390,093 shares X | Mutual Funds | — | — | $11.1M | 0.1% | |
| BLF FedFund Money Market Deposit Account X | Cash / Money Market | — | — | $4.1M | <0.1% | |
| PIMCO Total Return ESG Mutual Fund, 544,248 shares X | Mutual Funds | — | — | $4.1M | <0.1% |
