# Kearney-National INC. 401(k) Plan
Source: https://planprovider.pro/companies/kearney-national-inc-401k-plan

> Kearney-National INC.'s 401(k) plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kearney-National INC.

- **Sponsor EIN:** 362392007

- **Sponsor Address:** 2515 SOUTH ROAD, 5TH FLOOR, POUGHKEEPSIE, NY, 12601

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

- **Total Participants:** 485

- **Total Assets:** $27.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|485|$27.5M|$1.9M|$1.7M|

| 2023|446|$24.1M|$1.8M|$1.6M|

| 2022|427|$19.2M|$989,909|$1.0M|

## 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|

| MILLIMAN, INC.|NONE|$50,722|—|$50,722|

| CHARLES SCHWAB TRUST BANK|NONE|—|$20,761|$20,761|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,483

- **Estimated Expense Ratio:** 0.260% 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|$53,372|$2,650|—|—|—|

| 2023|$42,738|—|$42,738|—|—|

| 2022|$46,060|—|—|—|$46,060|

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