# Kensington Investment Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kensington-investment-company-inc-401k-plan

> Kensington Investment Company, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kensington Investment Company, INC.

- **Sponsor EIN:** 042860075

- **Sponsor Address:** 347 CONGRESS STREET, BOSTON, MA, 02210

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

- **Total Participants:** 66

- **Total Assets:** $10.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|66|$10.6M|$201,063|$566,781|

| 2023|78|$8.7M|$242,112|$489,859|

| 2022|68|$7.3M|$258,127|$437,428|

## 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|

| RUCCI BARDARO & FALZONE|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$623,063|—|$49,066|—|—|

| 2023|$1,112,489|—|$31,981|—|—|

| 2022|$31,336|—|—|—|—|

## Similar Plans

- [The Wilder Companies](https://planprovider.pro/companies/the-wilder-companies-401k-plan) — 59 participants

- [Carruth Capital, LLC](https://planprovider.pro/companies/carruth-capital-llc-401k-plan) — 50 participants

- [Weston Associates Management Co.](https://planprovider.pro/companies/weston-associates-management-co-401k-plan) — 87 participants

- [The Shoreline Corporation](https://planprovider.pro/companies/the-shoreline-corporation-401k-plan) — 39 participants

- [Gatehouse Management, INC.](https://planprovider.pro/companies/gatehouse-management-inc-401k-plan) — 96 participants

- [The Grossman Companies, INC.](https://planprovider.pro/companies/the-grossman-companies-inc-401k-plan) — 33 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kensington-investment-company-inc-401k-plan)

© 2026 PlanProvider.Pro