Plan Snapshot
- Plan Sponsor: Kirby Corporation
- Sponsor EIN: 741884980
- Sponsor Address: 55 WAUGH DRIVE, SUITE 1000, HOUSTON, TX, 770079020
- Plan Type: DC
- Total Participants: 5,146
- Total Assets: $850.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,146 | $850.1M | $31.5M | $30.1M |
| 2023 | 5,102 | $777.1M | $27.6M | $28.1M |
| 2022 | 4,954 | $688.5M | $20.7M | $27.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | RECORDKEEPER | $448,799 | — | $448,799 |
| AMG OPS- FEE GROUP | CONSULTANT | $52,500 | — | $52,500 |
| WEAVER AND TIDWELL, LLP | ACCOUNTANT | $32,550 | — | $32,550 |
| NORTON ROSE FULBRIGHT US LLP | OTHER | $6,142 | — | $6,142 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — RECORDKEEPER
- WEAVER AND TIDWELL, LLP — ACCOUNTANT
- NORTON ROSE FULBRIGHT US LLP — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $539,991
- Estimated Expense Ratio: 0.064% 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 | $541,791 | $52,500 | — | $32,550 | — |
| 2023 | $474,910 | $70,000 | — | $22,815 | — |
| 2022 | $340,010 | — | $340,010 | — | — |