Back to filter
Original filing (PDF)20251219115503NAL0009389296001
KPMG LLP C/O TOTAL REWARDS DEPT
Form 5500
FILING_RECEIVED
KPMG PARTNER RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
26% in single holding
Active participants
1,544
Accounts w/ balance
2,600
Plan assets (EOY)
$524.2M
Net assets (EOY)
$524.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Instl 500 Index Trust Collective Trust X" is 26% of plan.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPMG LLP C/O TOTAL REWARDS DEPT.
Plan sponsor
Name
KPMG LLP C/O TOTAL REWARDS DEPT
EIN
13-5565207
Address
75 CHESTNUT RIDGE ROAD · MONTVALE, NJ · 07645
Phone
(800) 576-4435
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
KPMG PENSION STRATEGY & INVESTMENT COMMITTEE
EIN
38-4333697
City
MONTVALE, NJ
Phone
(800) 576-4435
Plan characteristics
Plan number
017
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-12-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INV ADV | 04-3638035 | — | CONSULTANT | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLKIE FARR & GALLAGHER LLP | 13-5536844 | — | OTHER | $17K | — |
Investments
17 direct securities · 5 pooled funds· $524.1M(100% 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.
Uncategorized
$276.4M
17 holdings
Common Collective Trust
$247.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $135.4M | 25.8% | |
| Dodge & Cox Income Fund Mutual Fund X | — | — | — | $77.0M | 14.7% | |
| MSCI ACWI EX-US INDEX NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $48.0M | 9.2% | |
| VFTC INSTL TOTAL BOND MARKET IND TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $41.9M | 8.0% | |
| PIMCO Income Fund Mutual Fund X | — | — | — | $28.8M | 5.5% | |
| JP Morgan Large Cap Growth Mutual Fund X | — | — | — | $23.3M | 4.4% | |
| Fidelity Real Estate Index Instl Fund Mutual Fund X | — | — | — | $20.6M | 3.9% | |
| Dodge & Cox Int'l Stock Fund Mutual Fund X | — | — | — | $19.6M | 3.7% | |
| American EuroPacific Growth Fund Mutual Fund X | — | — | — | $19.4M | 3.7% | |
| STATE STREET 1-10 YEAR U.S. TIPS A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 396 | Common Collective Trust | — | — | $19.1M | 3.6% | |
| Vanguard Explorer Admiral Fund Mutual Fund X | — | — | — | $14.9M | 2.8% | |
| Vanguard High Yield Bond Fund Mutual Fund X | — | — | — | $13.4M | 2.6% | |
| Hotchkis & Wiley Small Cap Fund Mutual Fund X | — | — | — | $12.4M | 2.4% | |
| Artisan Mid Cap Growth Fund Mutual Fund X | — | — | — | $11.8M | 2.3% | |
| JP Morgan Mid Cap Value Mutual Fund X | — | — | — | $11.1M | 2.1% | |
| Blackrock FedFund Institutional Fund CL Money Market Mutual Fund X | — | — | — | $10.6M | 2.0% | |
| MFS Value Fund Mutual Fund X | — | — | — | $8.2M | 1.6% | |
| EXTENDED EQUITY MARKET FUND K BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| DFA U.S. Sustainability Core Fund Mutual Fund X | — | — | — | $2.8M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund X | — | — | — | $1.4M | 0.3% | |
| Fidelity Advisor Real Estate Income Mutual Fund X | — | — | — | $831K | 0.2% | |
| BLF FedFund Money Market Mutual Fund X | — | — | — | $149K | <0.1% |