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Original filing (PDF)20251007083457NAL0007544208001
KIMBERLY-CLARK CORPORATION
Form 5500
FILING_RECEIVED
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
11,273
Accounts w/ balance
16,993
Plan assets (EOY)
$5.0B
Net assets (EOY)
$5.0B
How this plan invests
This plan
22 pooled trusts
Schedule D
99 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 51% above peer band of 5 bps.
- Highly fragmented vendor stack (9 disclosed providers, 6 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERLY-CLARK CORPORATION.
Plan sponsor
Name
KIMBERLY-CLARK CORPORATION
EIN
39-0394230
Address
2100 WINCHESTER ROAD · PO BOX 349 · NEENAH, WI · 549570349
Phone
(865) 541-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
016
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $171K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV. ADVISORY | $2.3M | — |
| CURCIO WEBB | 36-4171366 | — | CONSULTANT | $33K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEWITT FINANCIAL SERVICES LLC | 36-3943169 | — | BROKER | $78K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CORPORATION | 36-2723087 | — | TRUSTEE | $93K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT | $80K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO,NA | 94-3112180 | — | INV. MANAGER | $1.0M | — |
| PRINTEDGE | 62-1142356 | — | COMMUNICATIONS | $13K | — |
| SIMPLY CONNECT CONSULTING | 27-2424795 | — | COMMUNICATIONS | $13K | — |
Investments
82 direct securities · 22 pooled funds· $4.7B(94% 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.
Common Collective Trust
$4.2B
22 holdings
Uncategorized
$439.6M
82 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL 1000 GROWTH FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3330725 / PN 001 | Common Collective Trust | — | — | $834.9M | 16.7% | |
| RUSSELL 1000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3357216 / PN 001 | Common Collective Trust | — | — | $730.3M | 14.6% | |
| BLACKROCK MSCI ACWI EX-US IMI IND BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $525.5M | 10.5% | |
| US DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $454.5M | 9.1% | |
| RUSSELL 1000 VALUE FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3330726 / PN 001 | Common Collective Trust | — | — | $418.7M | 8.4% | |
| RUSSELL 2000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $201.2M | 4.0% | |
| INCOME FUND Z AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 055 | Common Collective Trust | — | — | $155.0M | 3.1% | |
| LIFEPATH INDEX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $154.2M | 3.1% | |
| LIFEPATH INDEX RETIREMENT FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $137.4M | 2.8% | |
| LIFEPATH INDEX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $124.7M | 2.5% | |
| CT MONEY MARKET FUND Z AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 057 | Common Collective Trust | — | — | $103.6M | 2.1% | |
| LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $79.0M | 1.6% | |
| LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $71.5M | 1.4% | |
| LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $67.4M | 1.4% | |
| LIFEPATH INDEX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $66.5M | 1.3% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $62.7M | 1.3% | |
| STABLE GOVERNMENT FUND Z AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 056 | Common Collective Trust | — | — | $58.8M | 1.2% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $39.0M | 0.8% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $37.6M | 0.8% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $36.5M | 0.7% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $35.3M | 0.7% | |
| LIFEPATH INDEX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $30.6M | 0.6% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $22.9M | 0.5% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $22.9M | 0.5% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $22.1M | 0.4% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $19.5M | 0.4% | |
| MONEY MARKET FUND Z AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 054 | Common Collective Trust | — | — | $19.2M | 0.4% | |
| RUSSELL 1000 INDEX FUND | — | — | — | $18.0M | 0.4% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $11.8M | 0.2% | |
| LIFEPATH INDEX 2065 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $11.2M | 0.2% | |
| BLK MSCI ACWI EX-US IMI IDX FUND E | — | — | — | $10.6M | 0.2% | |
| US SECURITIZED INDEX FUND E | — | — | — | $7.6M | 0.2% | |
| INT TERM CREDIT BOND INDEX FUND | — | — | — | $6.6M | 0.1% | |
| LONG TERM GOV BOND INDEX FUND | — | — | — | $5.9M | 0.1% | |
| 0-5 YEAR US TIPS FUND | — | — | — | $5.7M | 0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $5.3M | 0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $5.2M | 0.1% | |
| NT COLLECTIVE GOVERNMENT ST INVEST NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $5.0M | 0.1% | |
| US SECURITIZED INDEX FUND E | — | — | — | $4.8M | <0.1% | |
| INT GOVERNMENT BOND INDEX FUND | — | — | — | $4.8M | <0.1% | |
| US SECURITIZED INDEX FUND E | — | — | — | $4.3M | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $3.9M | <0.1% | |
| INT GOVERNMENT BOND INDEX FUND | — | — | — | $3.6M | <0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $3.2M | <0.1% | |
| INT TERM CREDIT BOND INDEX FUND | — | — | — | $3.1M | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $2.9M | <0.1% | |
| LONG TERM GOV BOND INDEX FUND | — | — | — | $2.7M | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $2.7M | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $2.7M | <0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $2.6M | <0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $2.4M | <0.1% | |
| LONG TERM GOV BOND INDEX FUND | — | — | — | $2.2M | <0.1% | |
| INT GOVERNMENT BOND INDEX FUND | — | — | — | $2.0M | <0.1% | |
| INT TERM CREDIT BOND INDEX FUND | — | — | — | $2.0M | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $1.9M | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $1.5M | <0.1% | |
| GLOBAL CORE INFRASTRUCTURE IDX FD E | — | — | — | $1.4M | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $1.4M | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $1.3M | <0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $960K | <0.1% | |
| GLOBAL CORE INFRASTRUCTURE IDX FD E | — | — | — | $952K | <0.1% | |
| US SECURITIZED INDEX FUND E | — | — | — | $864K | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $774K | <0.1% | |
| RUSSELL 2000 INDEX FUND | — | — | — | $740K | <0.1% | |
| ENHANCED ROLL YIELD INDEX FUND E | — | — | — | $542K | <0.1% | |
| 0-5 YEAR US TIPS FUND | — | — | — | $468K | <0.1% | |
| GLOBAL CORE INFRASTRUCTURE IDX FD E | — | — | — | $306K | <0.1% | |
| FTSE NAREIT ALL EQ REITS IDX FD | — | — | — | $298K | <0.1% | |
| LONG TERM CREDIT BOND INDEX FUND | — | — | — | $293K | <0.1% | |
| US TIPS FUND E | — | — | — | $264K | <0.1% | |
| US TIPS FUND E | — | — | — | $220K | <0.1% | |
| LIFEPATH INDEX 2070 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 99-3702781 / PN 001 | Common Collective Trust | — | — | $189K | <0.1% | |
| LONG TERM GOV BOND INDEX FUND | — | — | — | $118K | <0.1% | |
| US TIPS FUND E | — | — | — | $65K | <0.1% | |
| 0-5 YEAR US TIPS FUND | — | — | — | $26K | <0.1% | |
| US TIPS FUND E | — | — | — | $18K | <0.1% | |
| US TIPS FUND E | — | — | — | $12K | <0.1% | |
| US TIPS FUND E | — | — | — | $11K | <0.1% | |
| FTSE NAREIT ALL EQ REITS TD TRD FD | — | — | — | $3K | <0.1% | |
| FTSE NAREIT ALL EQ REITS TD TRD FD | — | — | — | $1K | <0.1% | |
| FTSE NAREIT ALL EQ REITS TD TRD FD | — | — | — | $784 | <0.1% | |
| FTSE NAREIT ALL EQ REITS TD TRD FD | — | — | — | $720 | <0.1% | |
| FTSE NAREIT ALL EQ REITS TD TRD FD | — | — | — | $393 | <0.1% | |
| MSCI ACWI EX-US IMI TD TRADING FUND | — | — | — | $206 | <0.1% | |
| MSCI ACWI EX-US IMI TD TRADING FUND | — | — | — | $177 | <0.1% | |
| RUSSELL 1000 INDEX TD TRADING FUND | — | — | — | $168 | <0.1% | |
| MSCI ACWI EX-US IMI TD TRADING FUND | — | — | — | $93 | <0.1% | |
| RUSSELL 1000 INDEX TD TRADING FUND | — | — | — | $86 | <0.1% | |
| RUSSELL 1000 INDEX TD TRADING FUND | — | — | — | $47 | <0.1% | |
| MSCI ACWI EX-US IMI TD TRADING FUND | — | — | — | $17 | <0.1% | |
| MSCI ACWI EX-US IMI TD TRADING FUND | — | — | — | $7 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| DEVELOPED REAL ESTATE INDEX FUND E | — | — | — | $0 | <0.1% | |
| COMMODITY INDEX DAILY FUND E | — | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2025 FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5115920 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |