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Original filing (PDF)20251014150650NAL0004328688001
KERRY INC.
Form 5500
FILING_RECEIVED
KERRY INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,981
Accounts w/ balance
5,666
Plan assets (EOY)
$604.2M
Net assets (EOY)
$604.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 154% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KERRY INC..
Plan sponsor
Name
KERRY INC.
EIN
51-0274193
Address
3400 MILLINGTON ROAD · BELOIT, WI · 53511
Phone
(608) 363-1200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
PICEWATERHOUSECOOPERS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $479K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $309K | — |
| MERCER INVESTMENT CONSULTING INC | — | DALLAS, TX | NONE | $91K | — |
| PRICEWATERHOUSECOOPERS LLP | — | DALLAS, TX | NONE | $41K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $2K | — |
Investments
38 direct securities · 17 pooled funds· $648.1M(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.
Common Collective Trust
$505.9M
17 holdings
Uncategorized
$142.1M
38 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN · EIN 20-6201314 / PN 001 | Common Collective Trust | — | — | $120.8M | 20.0% | |
| STATE ST US TTL MKT INDX SL SF CL I STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $96.5M | 16.0% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET BANK AND TRUST · EIN 47-1194530 / PN 001 | Common Collective Trust | — | — | $40.9M | 6.8% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $38.9M | 6.4% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $33.8M | 5.6% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL JENNISON · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $32.0M | 5.3% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $26.0M | 4.3% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $24.5M | 4.1% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $24.0M | 4.0% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $17.9M | 3.0% | |
| STATE ST US BND INDX SL CL XIV STATE STREET BANK AND TRUST · EIN 47-1236263 / PN 001 | Common Collective Trust | — | — | $17.9M | 3.0% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $16.6M | 2.7% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $10.5M | 1.7% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $10.5M | 1.7% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $10.0M | 1.7% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $9.2M | 1.5% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $9.1M | 1.5% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $8.7M | 1.4% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $8.0M | 1.3% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $7.9M | 1.3% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $7.5M | 1.2% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $5.7M | 0.9% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $5.5M | 0.9% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $5.4M | 0.9% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $3.7M | 0.6% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $3.7M | 0.6% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $3.7M | 0.6% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $3.5M | 0.6% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $3.4M | 0.6% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $3.2M | 0.5% | |
| STATE ST TARGET RET 2065 SL CL VI STATE STREET BANK AND TRUST · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.9M | 0.5% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $2.7M | 0.4% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $2.7M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.6M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.5M | 0.4% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $2.5M | 0.4% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $2.4M | 0.4% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $2.1M | 0.3% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $2.0M | 0.3% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $2.0M | 0.3% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.6M | 0.3% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.3M | 0.2% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $1.2M | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $980K | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $902K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $873K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $746K | 0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $635K | 0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $556K | <0.1% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $496K | <0.1% | |
| US HIGH YIELD BOND INDX SL SF CLI | — | — | — | $433K | <0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $0 | <0.1% | |
| METLIFE STABLE VALUE METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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