Plan Snapshot
- Plan Sponsor: Kerry INC.
- Sponsor EIN: 510274193
- Sponsor Address: 3400 MILLINGTON ROAD, BELOIT, WI, 53511
- Plan Type: 401(k)
- Total Participants: 4,981
- Total Assets: $604.2M
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 | 4,981 | $604.2M | $22.2M | $27.7M |
| 2023 | 5,090 | $544.7M | $19.4M | $26.7M |
| 2022 | 5,968 | $478.1M | $15.2M | $25.6M |
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 |
|---|---|---|---|---|
| PICEWATERHOUSECOOPERS,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICEWATERHOUSECOOPERS,LLP — Auditor
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 | $921,851 | $400,030 | — | — | — |
| 2023 | $925,648 | $508,271 | — | — | — |
| 2022 | $632,791 | — | — | — | — |