Plan Snapshot
- Plan Sponsor: Korn Ferry
- Sponsor EIN: 952623879
- Sponsor Address: 1900 AVENUE OF THE STARS, LOS ANGELES, CA, 900674325
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 3,334
- Total Assets: $478.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,334 | $478.2M | $6.7M | $37.4M |
| 2023 | 3,263 | $451.9M | $5.6M | $39.0M |
| 2022 | 4,065 | $387.3M | $6.9M | $39.2M |
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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | Investment Advisor | $506,543 | — | $506,543 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $233,012 | — | $233,012 |
| WILLIS TOWERS WATSON | Investment Advisor | $20,050 | — | $20,050 |
| CLIFTONLARSONALLEN LLP | Auditor | $14,502 | — | $14,502 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Investment Advisor
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $774,107
- Estimated Expense Ratio: 0.162% 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 | $771,248 | $9,881 | $741,343 | $20,024 | — |
| 2023 | $706,492 | $354,502 | $351,014 | — | — |
| 2022 | $346,151 | — | $344,801 | — | — |