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Original filing (PDF)20251013193845NAL0000917491001
KILPATRICK TOWNSEND & STOCKTON LLP
Form 5500
FILING_RECEIVED
KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
952
Accounts w/ balance
1,422
Plan assets (EOY)
$596.0M
Net assets (EOY)
$596.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust" is 99% of plan.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KILPATRICK TOWNSEND & STOCKTON LLP.
Plan sponsor
Name
KILPATRICK TOWNSEND & STOCKTON LLP
EIN
58-0511774
Address
1100 PEACHTREE STREET · SUITE 2800 · ATLANTA, GA · 303094510
Phone
(404) 815-6500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
Investments
3 direct securities · 14 pooled funds· $1.2B(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.
Uncategorized
$595.0M
3 holdings
Master Trust
$591.2M
1 holding
Common Collective Trust
$0
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | — | — | — | $591.2M | 99.2% | |
| KILPATRICK TOWNSEND & STOCK. DC MT KILPATRICK TOWNSEND & STOCKTON LLP · EIN 58-0511774 / PN 012 | Master Trust | — | — | $591.2M | 99.2% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5% maturing at various dates through October 2037 - | — | — | — | $1.9M | 0.3% | |
| party interest, collateral, par, or maturity value * Participant Loans Participant Loans | — | — | — | $1.9M | 0.3% | |
| TTL RET BD FD D METWEST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRUDENTIAL CORE PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2030 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849592 / PN 153 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2065 O BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1858562 / PN 598 | Common Collective Trust | — | — | $0 | <0.1% | |
| LRG CAP VAL CIT CT MFS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2055 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859078 / PN 178 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2060 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1996611 / PN 158 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2040 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858930 / PN 151 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2045 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858957 / PN 150 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2035 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849635 / PN 152 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH RET O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859118 / PN 157 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2050 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859039 / PN 149 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LIFEPATH 2025 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849545 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |