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Original filing (PDF)20250731085155NAL0005761601001
KFORCE INC.
Form 5500
FILING_RECEIVED
KFORCE 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
13,615
Accounts w/ balance
5,412
Plan assets (EOY)
$282.8M
Net assets (EOY)
$282.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KFORCE INC..
Plan sponsor
Name
KFORCE INC.
EIN
59-3264661
Address
8405 BENJAMIN ROAD SUITE G · TAMPA, FL · 33634
Phone
(813) 552-5000
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $235K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $117K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | — | BIRMINGHAM AL, AL | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $25 | — |
Investments
19 direct securities · 3 pooled funds· $281.0M(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.
Uncategorized
$201.8M
19 holdings
Pooled Separate Account
$79.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Institutional Mutual Fund | — | — | — | $49.3M | 17.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $37.8M | 13.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $36.2M | 12.8% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $27.7M | 9.8% | |
| Guaranteed Income Fund Group Annuity Contract | — | — | — | $26.1M | 9.2% | |
| Vanguard Small Cap Value Index Institutional Mutual Fund | — | — | — | $18.5M | 6.6% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $15.7M | 5.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $13.7M | 4.8% | |
| Vanguard Small Cap Growth Index Institutional Mutual Fund | — | — | — | $13.3M | 4.7% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $7.5M | 2.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $6.8M | 2.4% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $4.9M | 1.7% | |
| Value * Kforce Inc. Common Stock | — | — | — | $4.4M | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $4.1M | 1.4% | |
| Vanguard Global Equity Fund Mutual Fund | — | — | — | $3.8M | 1.4% | |
| maturing through 2039 Self-Directed Accounts Mutual Funds/Common Stock | — | — | — | $3.3M | 1.2% | |
| Notes receivable from participants Interest rates 4.25% to 9.50%, | — | — | — | $2.5M | 0.9% | |
| Federated Hermes Opportunistic High Yield Bond IS Mutual Fund | — | — | — | $1.6M | 0.6% | |
| PIMCO Real Return Institutional Mutual Fund | — | — | — | $1.4M | 0.5% | |
| DFA Intermediate Government Fixed Income Institutional Mutual Fund | — | — | — | $1.2M | 0.4% | |
| Vanguard Total International Bond Index Admiral Mutual Fund | — | — | — | $789K | 0.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $425K | 0.2% |
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