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Original filing (PDF)20251011051103NAL0004619891001
KEARNEY & COMPANY, P.C.
Form 5500
FILING_RECEIVED
KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,027
Accounts w/ balance
1,082
Plan assets (EOY)
$116.1M
Net assets (EOY)
$116.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEARNEY & COMPANY, P.C..
Plan sponsor
Name
KEARNEY & COMPANY, P.C.
EIN
54-1603527
Address
1701 DUKE STREET STE 500 · ALEXANDRIA, VA · 22314
Phone
(703) 931-5600
Industry
Professional & Technical Servicessee 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COUNCILOR BUCHANAN AND MITCHELL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $76K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $46K | — |
Investments
26 direct securities · 1 pooled fund· $115.3M(99% 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.
Registered Investment Companies
$111.2M
26 holdings
Common Collective Trust
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $19.1M | 16.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $15.2M | 13.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $11.2M | 9.6% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $9.0M | 7.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $6.0M | 5.2% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $5.8M | 5.0% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $5.7M | 4.9% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $5.6M | 4.8% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $4.8M | 4.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $3.8M | 3.2% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $3.5M | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $3.1M | 2.6% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $2.9M | 2.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $2.9M | 2.5% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $2.4M | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.9M | 1.6% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.8M | 1.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.6M | 1.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $1.1M | 0.9% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $1.0M | 0.9% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $928K | 0.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $771K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $702K | 0.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $213K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $23K | <0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $9K | <0.1% |