# Kennedys Cmk LLP 401(k) Plan
Source: https://planprovider.pro/companies/kennedys-cmk-llp-401k-plan

> Kennedys Cmk LLP's 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennedys Cmk LLP

- **Sponsor EIN:** 223493328

- **Sponsor Address:** 120 MOUNTAIN VIEW BLVD, BASKING RIDGE, NJ, 07920

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

- **Total Participants:** 437

- **Total Assets:** $44.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|437|$44.0M|$1.0M|$4.1M|

| 2023|365|$32.4M|$926,538|$3.4M|

| 2022|312|$23.4M|$621,581|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,646|—|$50,646|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,779|—|$5,779|

| BDG-CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,425

- **Estimated Expense Ratio:** 0.128% 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|$56,395|$5,779|—|—|—|

| 2023|$49,327|$5,648|—|—|—|

| 2022|$41,017|$3,265|—|—|—|

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