# Kpmg LLP C/O Total Rewards Dept DC Plan
Source: https://planprovider.pro/companies/kpmg-llp-c-o-total-rewards-dept-135565207-017

> Kpmg LLP C/O Total Rewards Dept's DC plan: 1,544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kpmg LLP C/O Total Rewards Dept

- **Sponsor EIN:** 135565207

- **Sponsor Address:** 75 CHESTNUT RIDGE ROAD, MONTVALE, NJ, 07645

- **Plan Type:** DC

- **Plan Number:** 017

- **Total Participants:** 1,544

- **Total Assets:** $524.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,544|$524.2M|$0|$0|

| 2023|1,704|$529.4M|$0|$0|

| 2022|1,895|$537.3M|$0|$2,521|

## 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,PIERCE,FENNER & SMITH|Recordkeeper|$109,119|—|$109,119|

| WILLKIE FARR & GALLAGHER LLP|ERISA Attorney|$17,492|—|$17,492|

| ROCATON INV ADV|Other Service Provider|$14,259|—|$14,259|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLKIE FARR & GALLAGHER LLP](https://planprovider.pro/provider/willkie-farr-and-gallagher-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,870

- **Estimated Expense Ratio:** 0.027% 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|$144,495|$14,260|—|—|—|

| 2023|$162,881|—|—|—|—|

| 2022|$188,587|$141,160|—|—|$17,343|

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