Plan Snapshot
- Plan Sponsor: Mckinsey & Company, INC.
- Sponsor EIN: 131826332
- Sponsor Address: 175 GREENWICH STREET, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Plan Number: 017
- Total Participants: 0
- Total Assets: $12.2B
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 | 0 | $12.2B | $0 | $0 |
| 2023 | 0 | $11.4B | $0 | $0 |
| 2022 | 0 | $10.1B | $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 |
|---|---|---|---|---|
| JP MORGAN CHASE BANK | Recordkeeper | $3,921,903 | — | $3,921,903 |
| MONTALIS INVESTMENT B.V. | Other Service Provider | $3,560,292 | — | $3,560,292 |
| MIO PARTNERS, INC | Other Service Provider | $2,801,703 | — | $2,801,703 |
| NORTHERN TRUST | Other Service Provider | $1,698,052 | — | $1,698,052 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $1,057,046 | — | $1,057,046 |
| BAKER TILLY VIRCHOW KRAUSE LLP | Other Service Provider | $314,630 | — | $314,630 |
| BNY - MELLON BANK | Other Service Provider | $211,889 | — | $211,889 |
| DEUTSCH BANK | Other Service Provider | $56,311 | — | $56,311 |
| FORT SHERIDAN | Other Service Provider | $29,348 | — | $29,348 |
| BANK OF AMERICA, N.A. | Other Service Provider | $23,952 | — | $23,952 |
| SIDLEY AUSTIN LLP | ERISA Attorney | $21,515 | — | $21,515 |
| CLEAR GLASS ANALYTICS LIMITED | Other Service Provider | $14,479 | — | $14,479 |
| ORRICK, HERRINGTON & SUTCLIFF LLP | Other Service Provider | $8,955 | — | $8,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK — Recordkeeper
- SIDLEY AUSTIN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,720,075
- Estimated Expense Ratio: 0.112% 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 | $1,394,262 | $1,000,915 | — | — | — |
| 2023 | $7,319,605 | $5,095,456 | — | — | — |
| 2022 | $13,055,539 | $748,860 | — | — | — |