Original filing (PDF)20250411093704NAL0043833330001

KORN FERRY

Name: KORN FERRY — HAY BENEFITS PRACTICE GROUP PENSION PLAN, Form 5500 (2023)
Creator: KORN FERRY

Form 5500

FILING_RECEIVED

HAY BENEFITS PRACTICE GROUP PENSION PLAN

Defined-benefit pension plan

Signals · 1

~105 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.3M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

105 bps in Schedule C fees — 263% above peer band of 29 bps.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

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 · 90067

Phone

(310) 226-2653

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

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

BARSZ GOWIE AMON & FULTZ, LLC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TOWERS WATSON INVESTMENT SERVICES	52-1868818	—	NONE	$128K	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$47K	—
WILMINGTON TRUST COMPANY	16-1486454	—	NONE	$29K	—

Investments

3 pooled funds· $18.7M(96% 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.

Investment	Type	Current value	% of plan
SSGA MSCI ACWI INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 81-4017137 / PN 042	Common Collective Trust	$9.7M	50.1%
SSGA LONG US GOVT BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 81-4017137 / PN 142	Common Collective Trust	$7.0M	36.2%
SSGA INTERM US GOVT BOND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144	Common Collective Trust	$2.0M	10.2%