Back to filter
Original filing (PDF)20251229074222NAL0018678321001
KANTAR LLC
Form 5500
FILING_RECEIVED
NFO RESEARCH, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
Late filing · 37.4 mo61% in single holding~99 bps in Sched C fees
Active participants
33
Accounts w/ balance
0
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
76
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Filed 37.4 months past the 10.5-month grace window.
- Top holding "Vanguard Total Bond Market Index Fund Mutual Fund" is 61% of plan.
- 99 bps in Schedule C fees — 243% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KANTAR LLC.
Plan sponsor
Name
KANTAR LLC
EIN
81-3314059
Address
3 WORLD TRADE CENTER, 35TH FLOOR · NEW YORK, NY · 10007
Phone
(646) 689-0124
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-12-29
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTFOLIO EVALUATIONS IN | 22-3189064 | — | INVESTMENT ADVISORY | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENCIVENGA WARD & CO | 13-3274930 | — | ACCOUNTANT | $10K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | ACTUARY | $57K | — |
Investments
4 direct securities · 1 pooled fund· $19.0M(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
$18.5M
4 holdings
Pooled Separate Account
$501K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | $11.9M | $11.5M | 61.5% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | $4.3M | $5.3M | 28.4% | |
| Vanguard Total lnt’l Stock Market Index Fund Mutual Fund | — | — | $1.3M | $1.4M | 7.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $501K | $501K | 2.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | $254K | $254K | 1.4% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Professional & Technical Services plans
HART RESEARCH ASSOCIATES
HART RESEARCH ASSOCIATES 401(K) PLAN
$18.6M · 41 participants
ANSWERLAB, LLC
ANSWERLAB 401(K) PROFIT SHARING PLAN
$19.2M · 170 participants
EURARK LLC
EURARK LLC 401(K) PROFIT SHARING PLAN & TRUST
$18.1M · 145 participants
SUZY, INC.
SUZY, INC. 401(K) PLAN
$18.0M · 200 participants
KNOWLEDGE SYSTEMS & RESEARCH, IN
KNOWLEDGE SYSTEMS & RESEARCH, INC. 401(K) PROFIT SHARING PLAN
$18.0M · 92 participants
ADSWERVE, INC.
ADSWERVE INC. 401(K) PLAN
$19.8M · 216 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
