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Filters:EIN 541603527 Clear all

Companies

companyKearney & Company, P.C.
$96.4Mreported plan assets
EIN: 54-1603527Location: VAPlans: 2Participants: 1,871Latest: 2023
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Plans

planKearney & Co And E.F. Kearney Ltd 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$92.6Mreported assets (EOY)
Sponsor: Kearney & Company, P.C.EIN: 54-1603527Plan: 001Participants: 1,045Assets: $92,626,519Net assets: $92.6MAssets / participant: $88.6KLocation: Alexandria, VALatest: 2023
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planKearney & Company Added Benefits PlanFinancial statementProvider compensation2023 filing
$3.7Mreported assets (EOY)
Sponsor: Kearney & Company, P.C.EIN: 54-1603527Plan: 501Participants: 826Assets: $3,730,083Net assets: $3.5MAssets / participant: $4.5KLocation: Alexandria, VALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Kearney & Co And E.F. Kearney Ltd 401(K) Profit Sharing Plan
Sponsor: Kearney & Company, P.C.EIN: 54-1603527Plan: 001Ack ID: 20241009092930NAL0010479267001
filing2023 Form 5500 — Kearney & Company Added Benefits Plan
Sponsor: Kearney & Company, P.C.EIN: 54-1603527Plan: 501Ack ID: 20241015185848NAL0029440721001