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Original filing (PDF)20260211075611NAL0003887296001
KORN FERRY
Form 5500
FILING_RECEIVED
KORN FERRY 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,334
Accounts w/ balance
3,835
Plan assets (EOY)
$478.2M
Net assets (EOY)
$478.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KORN FERRY.
Plan sponsor
Name
KORN FERRY
EIN
95-2623879
Address
1900 AVENUE OF THE STARS · SUITE 1225 · LOS ANGELES, CA · 900674325
Phone
(310) 552-1834
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | INVESTMENT ADVISORY | $507K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | INVESTMENT ADVISORY | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $233K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $15K | — |
Investments
9 direct securities · 7 pooled funds· $475.0M(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.
Master Trust
$206.3M
1 holding
Uncategorized
$171.1M
9 holdings
Common Collective Trust
$97.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KORN FERRY MASTER TRUST KORN FERRY · EIN 93-6653849 / PN 001 | Master Trust | — | — | $206.3M | 43.1% | |
| Vanguard Group Vanguard Instl Idx Instl Fund | — | — | — | $59.3M | 12.4% | |
| GQG PART US SEL QUAL EQU C CIT RELIANCE TRUST COMPANY · EIN 83-6352671 / PN 026 | Common Collective Trust | — | — | $44.0M | 9.2% | |
| Dodge and Cox Funds Dodge and Cox Stock X Fund | — | — | — | $38.9M | 8.1% | |
| DFA U.S. Targeted Value Portfolio I Fund | — | — | — | $27.4M | 5.7% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $19.7M | 4.1% | |
| GQG PARTNERS INTNTL EQ C CIT RELIANCE TRUST COMPANY · EIN 82-6258259 / PN 012 | Common Collective Trust | — | — | $18.2M | 3.8% | |
| Vanguard Group Vanguard Ext Mk Index Inst Fd | — | — | — | $11.6M | 2.4% | |
| Schwab Funds Self-Directed Brokerage Accounts | — | — | — | $10.9M | 2.3% | |
| Vanguard Group Vdg Ttl Intl Stk Idx Inst Fund | — | — | — | $10.6M | 2.2% | |
| PRUDENTIAL CORE PLUS BOND FD 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $9.8M | 2.0% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $8.8M | 1.8% | |
| SSGA US INFL PRO BD IX NL FD C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $5.8M | 1.2% | |
| Participants Participant Loans Rates fom 4.00% to 10.50% - | — | — | — | $3.1M | 0.6% | |
| Korn Ferry Common Stock | — | — | — | $401K | <0.1% | |
| ARISTOTLE SM/MD CAP EQ W CIT SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% |
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