# Kearney & Company, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/kearney-company-p-c-541603527-501

> Kearney & Company, P.C.'s 401(k) plan: 1,058 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kearney & Company, P.C.

- **Sponsor EIN:** 541603527

- **Sponsor Address:** 1701 DUKE STREET SUITE 500, ALEXANDRIA, VA, 22314

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,058

- **Total Assets:** $3.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,058|$3.7M|$7.7M|$3.4M|

| 2023|966|$3.7M|$6.7M|$3.0M|

| 2022|824|$3.5M|$5.5M|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CAREFIRST ADMINISTRATORS|Other Service Provider|$288,975|—|$288,975|

| THE BENECON GROUP|Investment Advisor|$109,380|—|$109,380|

| CIGNA HEALTH & LIFE INSURANCE|Other Service Provider|$49,995|—|$49,995|

| CONNECTCARE 3|Other Service Provider|$33,199|—|$33,199|

| PRUDENTIAL INSURANCE COMPANY OF AME|Recordkeeper|$28,074|—|$28,074|

| COMPSYCH|Other Service Provider|$11,754|—|$11,754|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRUDENTIAL INSURANCE COMPANY OF AME](https://planprovider.pro/provider/empower) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $521,377

- **Estimated Expense Ratio:** 14.262% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$431,554|—|$288,975|$142,579|—|

| 2023|$406,630|—|$280,639|$125,991|—|

| 2022|$309,312|—|—|—|$206,353|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kearney-company-p-c-541603527-501)

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