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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 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENSLER, LLC | 71-1004774 | — | SERVICE PROVIDER | $85K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $66K | — |
| RANDALL & HURLEY, INC. | 91-1691540 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 82-3967259 | — | NONE | $27K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Instit Index Fnd Ins Registered Investment Company | — | — | — | $26.4M | 12.0% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $26.4M | 12.0% | |
| American Funds Growth Fund Mutual Fund | — | — | — | $22.3M | 10.2% | |
| VOYA INTERMEDIATE STABLE VALUE FUND VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $14.4M | 6.5% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $12.3M | 5.6% | |
| American Fundamental Investors Mutual Fund | — | — | — | $12.3M | 5.6% | |
| American Funds New Perspective Mutual Fund | — | — | — | $11.2M | 5.1% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $11.2M | 5.1% | |
| American Funds Target Date Ret 2050 Mutual Fund | — | — | — | $10.3M | 4.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $9.9M | 4.5% | |
| Various Self Directed Brokerage Accounts | — | — | — | $8.7M | 4.0% | |
| American Funds Target Date Ret 2040 Mutual Fund | — | — | — | $7.0M | 3.2% | |
| TRwPr Growth Stock Fund Registered Investment Company | — | — | — | $6.4M | 2.9% | |
| American Funds Target Date Ret 2055 Mutual Fund | — | — | — | $6.2M | 2.8% | |
| American Funds Target Date Ret 2035 Mutual Fund | — | — | — | $6.1M | 2.8% | |
| American Funds Target Date Ret 2045 Mutual Fund | — | — | — | $5.8M | 2.7% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $5.6M | 2.5% | |
| Inv Dev Mrkts Fd R6 Registered Investment Company | — | — | — | $5.6M | 2.5% | |
| Invesco Oppenheimer Dev Mkts Mutual Fund | — | — | — | $5.6M | 2.5% | |
| American Funds Target Date Ret 2060 Mutual Fund | — | — | — | $5.3M | 2.4% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $5.2M | 2.4% | |
| American Funds New Economy Mutual Fund | — | — | — | $4.8M | 2.2% | |
| American Funds Balanced Mutual Fund | — | — | — | $4.2M | 1.9% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $3.8M | 1.7% | |
| American Funds Capital Income Builder Mutual Fund | — | — | — | $3.3M | 1.5% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $3.3M | 1.5% | |
| MFS New Discovery Fund Mutual Fund | — | — | — | $3.2M | 1.5% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $3.1M | 1.4% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $3.1M | 1.4% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $3.0M | 1.3% | |
| Vanguard Total Bond Mkt Index Mutual Fund | — | — | — | $3.0M | 1.3% | |
| Vangrd Windsor II Fund Adm Registered Investment Company | — | — | — | $2.6M | 1.2% | |
| Vanguard Windsor II Mutual Fund | — | — | — | $2.6M | 1.2% | |
| Voya Intermediate Bond Mutual Fund | — | — | — | $2.0M | 0.9% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $2.0M | 0.9% | |
| American Funds Smallcap World Fund Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Franklin Rising Divdnds Fnd R Registered Investment Company | — | — | — | $1.9M | 0.9% | |
| American Funds Target Date Ret 2020 Mutual Fund | — | — | — | $1.5M | 0.7% | |
| American Funds Target Date Ret 2065 Mutual Fund | — | — | — | $1.5M | 0.7% | |
| American Funds Target Date Ret 2025 Mutual Fund | — | — | — | $1.4M | 0.6% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Participant loans Interest rates of 4.25% - 9.50%. -0- | — | — | — | $1.0M | 0.5% | |
| MFS Blended Research Core Equity Mutual Fund | — | — | — | $941K | 0.4% | |
| American Funds New World Mutual Fund | — | — | — | $294K | 0.1% | |
| 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% |