KPMG LLP C/O Total Rewards DEPT's EIN is 13-5565207.
Download the official 2024 Form 5500 (PDF) for KPMG LLP C/O Total Rewards DEPT from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPMG LLP C/O Total Rewards DEPT's plan includes profit-sharing, ERISA 404(c) participant direction, 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 & SMITH | 13-5674085 | — | RECORDKEEPER | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INV ADV | 04-3638035 | — | CONSULTANT | $14K | — |
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.
| PI | % 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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $28.8M | 5.5% | |
| JP Morgan Large Cap Growth Mutual Fund X | Other securities | — | — | $23.3M | 4.4% | |
| Fidelity Real Estate Index Instl Fund Mutual Fund X | Mutual Funds | — | — | $20.6M | 3.9% | |
| Dodge & Cox Int'l Stock Fund Mutual Fund X | Mutual Funds | — | — | $19.6M | 3.7% | |
| American EuroPacific Growth Fund Mutual Fund X | Other securities | — | — | $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 | Mutual Funds | — | — | $14.9M | 2.8% | |
| Vanguard High Yield Bond Fund Mutual Fund X | Mutual Funds | — | — | $13.4M | 2.6% | |
| Hotchkis & Wiley Small Cap Fund Mutual Fund X | Other securities | — | — | $12.4M | 2.4% | |
| Artisan Mid Cap Growth Fund Mutual Fund X | Other securities | — | — | $11.8M | 2.3% | |
| JP Morgan Mid Cap Value Mutual Fund X | Other securities | — | — | $11.1M | 2.1% | |
| Blackrock FedFund Institutional Fund CL Money Market Mutual Fund X | Cash / Money Market | — | — | $10.6M | 2.0% | |
| MFS Value Fund Mutual Fund X | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.8M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund X | Common Collective Trusts | — | — | $1.4M | 0.3% | |
| Fidelity Advisor Real Estate Income Mutual Fund X | Mutual Funds | — | — | $831K | 0.2% | |
| BLF FedFund Money Market Mutual Fund X | Cash / Money Market | — | — | $149K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLKIE FARR & GALLAGHER LLP | 13-5536844 | — | OTHER | $17K | — |
