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Original filing (PDF)20250902153124NAL0008842387001
KURTZMAN CARSON CONSULTANTS LLC
Form 5500
FILING_RECEIVED
KCC RETIREMENT PLAN
401(k) retirement plan
Active participants
297
Accounts w/ balance
306
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURTZMAN CARSON CONSULTANTS LLC.
Plan sponsor
Name
KURTZMAN CARSON CONSULTANTS LLC
EIN
95-4865159
Address
222 PACIFIC COAST HIGHWAY,SUITE 300 · EL SEGUNDO, CA · 90245
Phone
(310) 823-9000
Industry
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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Investments
11 direct securities · 14 pooled funds· $31.7M(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.
Common Collective Trust
$22.2M
14 holdings
Uncategorized
$9.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $5.1M | 16.0% | |
| Vanguard Vang Tot Stk Mkt Adm | — | — | — | $5.0M | 15.9% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $4.6M | 14.5% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $3.1M | 9.7% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $2.9M | 9.3% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Money Market Fund Vanguard Vang Vmmr-Fed Mmkt | — | — | — | $965K | 3.0% | |
| Fidelity Investments Parnassus Core Eq Is | — | — | — | $843K | 2.7% | |
| Vanguard Vang Tot Bd Mkt Adm | — | — | — | $743K | 2.3% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $740K | 2.3% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $740K | 2.3% | |
| Vanguard Vang Ftse Aw Idx Adm | — | — | — | $489K | 1.5% | |
| Fidelity Investments Dodge & Cox Global I | — | — | — | $442K | 1.4% | |
| Fidelity Investments Boston Tr Smid Cap | — | — | — | $400K | 1.3% | |
| Participant loans 8.75 % to 9.50% - | — | — | — | $261K | 0.8% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $223K | 0.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $198K | 0.6% | |
| Fidelity Investments Hrdg Lvnr Intl Eq Is | — | — | — | $111K | 0.3% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $110K | 0.3% | |
| Fidelity Investments Pim Total Rt Inst | — | — | — | $108K | 0.3% | |
| Fidelity Investments Dfa Inf Prt Sec Port | — | — | — | $105K | 0.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $32K | 0.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $26K | <0.1% |
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