# Kearney-National, INC. DB Plan
Source: https://planprovider.pro/companies/kearney-national-inc-plan

> Kearney-National, INC.'s DB plan: 149 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:** DB

- **Total Participants:** 149

- **Total Assets:** $10.7M

## 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|149|$10.7M|$0|$0|

| 2023|160|$10.0M|$0|$0|

| 2022|186|$8.9M|$350,000|$0|

## 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|$61,314|—|$61,314|

| CHARLES SCHWAB BANK|NONE|$5,666|—|$5,666|

| 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 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:** $66,980

- **Estimated Expense Ratio:** 0.625% 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|$66,980|—|—|—|—|

| 2023|$65,773|—|—|—|—|

| 2022|$56,418|—|—|—|$56,418|

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