Plan Snapshot
- Plan Sponsor: Kennedy-Wilson Holdings, INC.
- Sponsor EIN: 260508760
- Sponsor Address: 151 SOUTH EL CAMINO DRIVE, BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $36.8M
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 | 155 | $36.8M | $742,892 | $2.6M |
| 2023 | 152 | $31.8M | $619,930 | $2.0M |
| 2022 | 117 | $25.8M | $542,760 | $1.8M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.045% 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 | $87,785 | $32,500 | — | $16,500 | — |
| 2023 | $71,141 | $25,000 | $31,566 | $14,500 | — |
| 2022 | $187,896 | $25,000 | $39,017 | — | $13,000 |