Original filing (PDF)20251010081621NAL0012631344001

KENNEDY/JENKS CONSULTANTS, INC.

Name: KENNEDY/JENKS CONSULTANTS, INC. — KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: KENNEDY/JENKS CONSULTANTS, INC.

Form 5500

FILING_RECEIVED

KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

507

Accounts w/ balance

719

Plan assets (EOY)

$148.0M

Net assets (EOY)

$148.0M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEDY/JENKS CONSULTANTS, INC..

Plan sponsor

Name

KENNEDY/JENKS CONSULTANTS, INC.

EIN

94-2147007

Address

275 BATTERY STREET · SUITE 550 · SAN FRANCISCO, CA · 94111

Phone

(415) 243-2150

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$145K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SILICON VALLEY RETMENT SERVICES LLC	27-2233898	—	NONE	$29K	—

Investments

32 direct securities· $147.0M(99% of reported assets)

Other securities

$142.1M

29 holdings

Cash / Money Market

$3.7M

1 holding

Bonds / Notes

$1.2M

2 holdings

					% of plan
SCHWAB S&P 500 INDEX FUND Mutual Fund	Other securities	—	—	$25.9M	17.5%
VANGUARD US GROWTH ADMIRAL Mutual Fund	Other securities	—	—	$13.9M	9.4%
DODGE & COX INCOME X Mutual Fund	Other securities	—	—	$10.2M	6.9%
DODGE & COX STOCK FUND X Mutual Fund	Other securities	—	—	$9.8M	6.6%
VANGUARD MDCP GRTH INDEX ADM Mutual Fund	Other securities	—	—	$6.7M	4.5%
VANGUARD EQUITY INCOME ADMIRAL Mutual Fund	Other securities	—	—	$6.3M	4.3%
VANGUARD TARGET RETIREMNT 2035 Mutual Fund	Other securities	—	—	$6.1M	4.1%
EUROPACIFIC GROWTH R6 Mutual Fund	Other securities	—	—	$5.8M	3.9%
VANGUARD TARGET RETIREMNT 2025 Mutual Fund	Other securities	—	—	$4.9M	3.3%
VANGUARD TARGET RETMT INCOME Mutual Fund	Other securities	—	—	$4.8M	3.2%
VANGUARD MID CAP INDEX ADMIRAL Mutual Fund	Other securities	—	—	$4.4M	3.0%
VANGUARD TARGET RETIREMNT 2045 Mutual Fund	Other securities	—	—	$4.0M	2.7%
VANGUARD TARGET RETIREMNT 2050 Mutual Fund	Other securities	—	—	$4.0M	2.7%
VANGUARD SHORT TERM BD IDX ADM Mutual Fund	Other securities	—	—	$3.9M	2.6%
SCHWAB INTERNATIONAL INDEX FD Mutual Fund	Other securities	—	—	$3.8M	2.6%
SCHWAB BANK SAVINGS Money Market	Cash / Money Market	—	—	$3.7M	2.5%
VANGUARD SMALL CAP INDEX ADMRL Mutual Fund	Other securities	—	—	$3.7M	2.5%
VANGUARD TARGET RETIREMNT 2030 Mutual Fund	Other securities	—	—	$3.6M	2.4%
AB SMALL CAP GROWTH I Mutual Fund	Other securities	—	—	$2.6M	1.7%
VANGUARD TARGET RETIREMNT 2040 Mutual Fund	Other securities	—	—	$2.5M	1.7%
DFA U.S. TARGETED VALUE CL I Mutual Fund	Other securities	—	—	$2.4M	1.6%
VANGUARD TARGET RETIREMNT 2055 Mutual Fund	Other securities	—	—	$2.3M	1.6%
DFA INTL VALUE PORTFOLIO Mutual Fund	Other securities	—	—	$2.2M	1.5%
VANGUARD TARGET RETIREMNT 2020 Mutual Fund	Other securities	—	—	$2.1M	1.4%
FIDELITY VALUE FUND Mutual Fund	Other securities	—	—	$2.0M	1.4%
VANGUARD SHORT TERM FED FD ADM Mutual Fund	Other securities	—	—	$1.9M	1.3%
VANGUARD FTSE SOCIAL IDX ADM Mutual Fund	Other securities	—	—	$1.5M	1.0%
VANGUARD TARGET RETIREMNT 2060 Mutual Fund	Other securities	—	—	$956K	0.6%
Notes Receivable from Participants Interest Rate 4.25% - 9.50%	Bonds / Notes	—	—	$585K	0.4%
PARTICIPANT LOANS (4.25% - 9.50%)	Bonds / Notes	—	—	$585K	0.4%
VANGUARD TARGET RETIREMNT 2065 Mutual Fund	Other securities	—	—	$62K	<0.1%
VANGUARD TARGET RETIREMNT 2070 Mutual Fund	Other securities	—	—	$28K	<0.1%