# Kennametal INC. DB Plan
Source: https://planprovider.pro/companies/kennametal-inc-plan-001-0168

> Kennametal INC.'s DB plan: 439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennametal INC.

- **Sponsor EIN:** 250900168

- **Sponsor Address:** 1061 RED VENTURES DRIVE, FT. MILL, SC, 29707

- **Plan Type:** DB

- **Total Participants:** 439

- **Total Assets:** $511.4M

## 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|439|$511.4M|$0|$0|

| 2023|495|$540.6M|$0|$0|

| 2022|563|$534.7M|$0|$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|

| NISA INVESTMENT ADVISORS|INVESTMENT MANAGEMENT|$760,001|—|$760,001|

| CBIZ, INC.|THIRD PARTY ADMINISTRATO|$256,756|—|$256,756|

| T. ROWE PRICE ASSOCIATES, INC.|INVESTMENT MANAGEMENT|$69,659|—|$69,659|

| US BANK NATIONAL ASSOCIATION|TRUSTEE|$64,898|—|$64,898|

| COOK STREET CONSULTING|CONSULTING|$57,635|—|$57,635|

| WILLIS TOWERS WATSON US, LLC|ACTUARY|$30,000|—|$30,000|

| BDO USA, P.C.|ACCOUNTANT/ AUDITOR|$27,208|—|$27,208|

| BLACKROCK INSTITUTIONAL TRUST CO.|INVESTMENT MANAGEMENT|$8,799|—|$8,799|

| SCHNEIDER DOWNS & CO., INC.|ACCOUNTING|$8,200|—|$8,200|

### Verified Provider Profiles

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

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — TRUSTEE

- [COOK STREET CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTING

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT/ AUDITOR

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,283,156

- **Estimated Expense Ratio:** 0.251% 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|$1,791,940|$838,459|$256,756|$27,208|—|

| 2023|$1,824,111|$812,267|$244,694|$14,100|—|

| 2022|$1,876,795|$941,172|$217,656|—|$123,862|

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