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Department of Labor filing

A. T. KEARNEY, INC.

A. T. KEARNEY, INC. 401K AND PROFIT SHARING RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

99filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$18,453

Reported employer contributions per active participant.

Higher than about 99% of comparable plans
#People in the filing
1,144

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$3 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 98% of comparable plans
↗Investment performance
Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202499out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $3,106 · based on 1,380 comparable plans
Lower reported administrative expense98th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, A. T. KEARNEY, INC. reported $21,110,692 in employer contributions across the plan and 1,144 active participants. That works out to $18,453 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy44%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 30.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 34.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context99/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$21,110,692
Participant contributions
$18,937,245
Other contributions
$1,930,844
Employer share of reported contributions
52.7%
Beginning assets
$605,232,610
Ending assets
$698,211,677
Ending net assets
$698,211,677
Ending liabilities
$0
Total income
$131,412,635
Total expenses
$38,433,568
Administrative expenses
$7,074
Participant loans
$2,022,117

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$14,110
2023
$17,024
2024
$18,453
Plan-paid administrative expenses per participant
2022
$2
2023
$3
2024
$3
Active participants
2022
1,209
2023
1,252
2024
1,144
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$18,4531,144698.2M20251015155926NAL0005356673001
2023$17,0241,252605.2M20241015161130NAL0048840192001
2022$14,1101,209515.9M20240403165642NAL0025009522001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
752608565-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2005
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
EATON VANCE2024Not reportedunknown
HARBOR FUNDS2024Not reportedunknown
INVESCO2024Not reportedunknown
JP MORGAN2024Not reportedunknown
KAYNE ANDERSON RUDNICK INT MGMT LLC2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
PIMCO FUNDS DIST INST2024Not reportedunknown
PRUDENTIAL MUTUAL FUND SERVICES LLC2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown
WELLINGTON TRUST COMPANY2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251015155926NAL0005356673001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗