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Original filing (PDF)20250903124511NAL0009416819001

KPFF, INC.

Form 5500
FILING_RECEIVED
KPFF, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,349
Accounts w/ balance
1,726
Plan assets (EOY)
$219.6M
Net assets (EOY)
$219.6M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPFF, INC..
Plan sponsor
Name
KPFF, INC.
EIN
91-0755897
Address
1601 5TH AVE. STE. 1300 · SEATTLE, WA · 981013665
Phone
(206) 926-0699
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, PS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
BENSLER, LLC71-1004774SERVICE PROVIDER$85K
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$66K
RANDALL & HURLEY, INC.91-1691540NONE$32K
CHARLES SCHWAB & CO., INC.82-3967259NONE$27K
CHARLES SCHWAB & CO., INC.94-1737782NONE$97

Investments

46 direct securities · 1 pooled fund· $280.3M(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
$265.9M
46 holdings
Pooled Separate Account
$14.4M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vangrd Instit Index Fnd Ins Registered Investment Company$26.4M12.0%
Vanguard Institutional Index Fund Mutual Fund$26.4M12.0%
American Funds Growth Fund Mutual Fund$22.3M10.2%
VOYA INTERMEDIATE STABLE VALUE FUND
VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 007
Pooled Separate Account
$14.4M6.5%
American Funds Fdmntl Inv R6 Registered Investment Company$12.3M5.6%
American Fundamental Investors Mutual Fund$12.3M5.6%
American Funds New Perspective Mutual Fund$11.2M5.1%
American Funds Nw Prspctv R6 Registered Investment Company$11.2M5.1%
American Funds Target Date Ret 2050 Mutual Fund$10.3M4.7%
Vanguard Mid Cap Index Fund Mutual Fund$9.9M4.5%
Various Self Directed Brokerage Accounts$8.7M4.0%
American Funds Target Date Ret 2040 Mutual Fund$7.0M3.2%
TRwPr Growth Stock Fund Registered Investment Company$6.4M2.9%
American Funds Target Date Ret 2055 Mutual Fund$6.2M2.8%
American Funds Target Date Ret 2035 Mutual Fund$6.1M2.8%
American Funds Target Date Ret 2045 Mutual Fund$5.8M2.7%
Vanguard Small Cap Index Mutual Fund$5.6M2.5%
Inv Dev Mrkts Fd R6 Registered Investment Company$5.6M2.5%
Invesco Oppenheimer Dev Mkts Mutual Fund$5.6M2.5%
American Funds Target Date Ret 2060 Mutual Fund$5.3M2.4%
American Funds Europacific Growth Mutual Fund$5.2M2.4%
American Funds New Economy Mutual Fund$4.8M2.2%
American Funds Balanced Mutual Fund$4.2M1.9%
American Funds Bond Fund of America Mutual Fund$3.8M1.7%
American Funds Capital Income Builder Mutual Fund$3.3M1.5%
American Funds Cap Inc Bld R6 Registered Investment Company$3.3M1.5%
MFS New Discovery Fund Mutual Fund$3.2M1.5%
JPMorgan LgCp Grw Fnd R6 Registered Investment Company$3.1M1.4%
JPMorgan Large Cap Growth Mutual Fund$3.1M1.4%
Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company$3.0M1.3%
Vanguard Total Bond Mkt Index Mutual Fund$3.0M1.3%
Vangrd Windsor II Fund Adm Registered Investment Company$2.6M1.2%
Vanguard Windsor II Mutual Fund$2.6M1.2%
Voya Intermediate Bond Mutual Fund$2.0M0.9%
PIMCO Total Return Fund Mutual Fund$2.0M0.9%
American Funds Smallcap World Fund Mutual Fund$2.0M0.9%
Franklin Rising Divdnds Fnd R Registered Investment Company$1.9M0.9%
American Funds Target Date Ret 2020 Mutual Fund$1.5M0.7%
American Funds Target Date Ret 2065 Mutual Fund$1.5M0.7%
American Funds Target Date Ret 2025 Mutual Fund$1.4M0.6%
Janus Henderson Triton Fund Mutual Fund$1.3M0.6%
Participant loans Interest rates of 4.25% - 9.50%. -0-$1.0M0.5%
MFS Blended Research Core Equity Mutual Fund$941K0.4%
American Funds New World Mutual Fund$294K0.1%
American Funds Target Date Ret 2015 Mutual Fund$24K<0.1%
American Funds Target Date Ret 2070 Mutual Fund$14K<0.1%
American Funds Target Date Ret 2010 Mutual Fund$10K<0.1%

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