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Original filing (PDF)20251015155926NAL0005356673001
A. T. KEARNEY, INC.
Form 5500
FILING_RECEIVED
A. T. KEARNEY, INC. 401K AND PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,144
Accounts w/ balance
2,552
Plan assets (EOY)
$698.2M
Net assets (EOY)
$698.2M
How this plan invests
This plan
21 pooled trusts
Schedule D
33 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 (0 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A. T. KEARNEY, INC..
Plan sponsor
Name
A. T. KEARNEY, INC.
EIN
75-2608565
Address
227 WEST MONROE STREET · CHICAGO, IL · 606065312
Phone
(312) 648-0111
Industry
Professional & Technical Servicessee all
Plan administrator
Name
A. T. KEARNEY, INC. BENEFITS ADMINISTRATION COMMITTEE
EIN
75-2608565
City
CHICAGO, IL
Phone
(312) 648-0111
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $6K | — |
Investments
14 direct securities · 21 pooled funds· $689.0M(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.
Common Collective Trust
$349.2M
21 holdings
Uncategorized
$330.3M
13 holdings
Mutual Funds
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund # | — | — | — | $158.9M | 22.8% | |
| JP Morgan Large Cap Growth R6 # | — | — | — | $53.6M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $47.0M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $43.6M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $37.8M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $35.5M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $30.0M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $24.1M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $22.3M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.0M | 3.0% | |
| Vanguard Mid-Cap Index Fund Institutional # | — | — | — | $18.1M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $17.9M | 2.6% | |
| MFS INTERNATIONAL EQ CL 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $16.3M | 2.3% | |
| Vanguard Small Cap Index Fund Institutional # | — | — | — | $16.3M | 2.3% | |
| T. ROWE PRICE EQUITY INCOME TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.9% | |
| Vanguard Federal Money Market Fund # | — | — | — | $12.4M | 1.8% | |
| Harbor Small Cap Value Retirement Fund Institutional # | — | — | — | $12.1M | 1.7% | |
| JP Morgan Mid-Cap Value Fund Class R6 # | — | — | — | $11.7M | 1.7% | |
| Vanguard Developed Markets Index Fund Institutional # | — | — | — | $10.6M | 1.5% | |
| Vanguard Total Bond Market Index Fund Institutional # | — | — | — | $9.6M | 1.4% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994210 / PN 165 | Common Collective Trust | — | — | $9.5M | 1.4% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 # | Mutual Funds | — | — | $9.5M | 1.4% | |
| SEI Trust Company Kayne Anderson Rudnick CIT # | — | — | — | $9.0M | 1.3% | |
| KAR COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $9.0M | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund # | — | — | — | $8.3M | 1.2% | |
| Invesco Developing Markets R6 # | — | — | — | $7.6M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.0% | |
| PIMCO REAL RET COLLECT TR II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $5.1M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| 10.50%, maturing through 2042 | — | — | — | $2.0M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| WTF-CIF MID CAP OPP SERIES 3 WELLINGTON TRUST COMPANY,NA · EIN 04-6913417 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |