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Original filing (PDF)20251014111557NAL0002616017001
THE KENNEDY KRIEGER INSTITUTE
Form 5500
FILING_RECEIVED
THE KENNEDY KRIEGER INSTITUTE PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
283
Accounts w/ balance
—
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
Plan health score (directional)
91
/ 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
75
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE KENNEDY KRIEGER INSTITUTE.
Plan sponsor
Name
THE KENNEDY KRIEGER INSTITUTE
EIN
52-0607971
Address
707 NORTH BROADWAY · BALTIMORE, MD · 212051832
Phone
(443) 923-5810
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOOMERSHINE CONSULTING GROUP, LLC | 20-8714603 | — | NONE | $65K | — |
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $46K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | NONE | $10K | — |
| SC & H ATTEST SERVICES, P.C. | 52-1743645 | — | NONE | $9K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | NONE | $8K | — |
| WILMINGTON TRUST | — | WILMINGTON, DE | NONE | $4K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.