Plan Snapshot
- Plan Sponsor: Kirby Corporation
- Sponsor EIN: 741884980
- Sponsor Address: 55 WAUGH DRIVE, SUITE 1000, HOUSTON, TX, 770079020
- Plan Type: DB
- Total Participants: 981
- Total Assets: $372.7M
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 | 981 | $372.7M | $0 | $0 |
| 2023 | 1,052 | $341.0M | $0 | $0 |
| 2022 | 1,152 | $316.5M | $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 |
|---|---|---|---|---|
| PNC ADVISORS, N.A. | NONE | $324,123 | — | $324,123 |
| WILLIS TOWERS WATSON | NONE | $304,444 | — | $304,444 |
| NORTHERN TRUST COMPANY | NONE | $109,167 | — | $109,167 |
| WEAVER & TIDWELL, LLP | NONE | $21,900 | — | $21,900 |
| FULBRIGHT AND JAWORSKI | NONE | $10,839 | — | $10,839 |
| ABSOLUTE COLOR MAILPLEX | NONE | $5,318 | — | $5,318 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- WEAVER & TIDWELL, LLP — NONE
- FULBRIGHT AND JAWORSKI — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $775,791
- Estimated Expense Ratio: 0.208% 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 | $1,016,372 | $80,569 | $500,292 | $21,900 | — |
| 2023 | $1,459,890 | $74,858 | $221,429 | $9,682 | — |
| 2022 | $1,549,584 | — | $1,549,584 | — | — |