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Original filing (PDF)20250915102017NAL0000648707001
KIMLEY HORN AND ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
KIMLEY-HORN AND ASSOCIATES, INC. RETIREMENT SAVINGS AND PENSION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,317
Accounts w/ balance
9,862
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMLEY HORN AND ASSOCIATES, INC..
Plan sponsor
Name
KIMLEY HORN AND ASSOCIATES, INC.
EIN
56-0885615
Address
421 FAYETTEVILLE ST. · SUITE 600 · RALEIGH, NC · 27601
Phone
(919) 677-2000
Industry
Engineering Services· 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
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $300K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $85K | — |
| CHERRY BEKAERT LLP | — | RICHMOND, VA | NONE | $8K | — |
Investments
9 direct securities · 15 pooled funds· $2.2B(93% 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
$1.8B
15 holdings
Uncategorized
$423.2M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $268.7M | 11.4% | |
| Vanguard INST INDEX, PLUS | — | — | — | $260.1M | 11.1% | |
| TRP RETIREMENT HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $241.9M | 10.3% | |
| TRP RETIREMENT HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $225.7M | 9.6% | |
| TRP RETIREMENT HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $221.8M | 9.4% | |
| TRP RETIREMENT HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $183.2M | 7.8% | |
| TRP RETIREMENT HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $176.7M | 7.5% | |
| TRP RETIREMENT HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $171.7M | 7.3% | |
| TRP RETIREMENT HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $91.9M | 3.9% | |
| Vanguard SMALL CAP INDEX INSTL | — | — | — | $57.3M | 2.4% | |
| TRP RETIREMENT HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $53.0M | 2.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $49.2M | 2.1% | |
| TRP RETIREMENT HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $45.8M | 2.0% | |
| Vanguard MID-CAP INDEX INST | — | — | — | $24.4M | 1.0% | |
| Victory SYCAMORE EST VALUE 6 | — | — | — | $23.3M | 1.0% | |
| PGIM TOTAL RETURN BOND Z | — | — | — | $21.9M | 0.9% | |
| GREAT GRAY TRUST EUROPAC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $17.6M | 0.7% | |
| Vanguard TTL INTL STK IDX INST | — | — | — | $11.4M | 0.5% | |
| Vanguard TTL BND MRK INDX INST | — | — | — | $10.7M | 0.5% | |
| through December 2029. | — | — | — | $9.3M | 0.4% | |
| TRP RETIREMENT HYBRID 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $5.4M | 0.2% | |
| T. Rowe Price T ROWE PRICE GOVERNMENT MONEY | — | — | — | $4.8M | 0.2% | |
| TRP RETIREMENT HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $4.3M | 0.2% | |
| TRP RETIREMENT HYBRID 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.3M | <0.1% |