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Retirement plan

KIMLEY-HORN AND ASSOCIATES, INC. RETIREMENT SAVINGS AND PENSION PLAN

KIMLEY HORN AND ASSOCIATES, INC.EIN 56-0885615Plan #001PY 2021
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421 FAYETTEVILLE ST, SUITE 600 - RALEIGH, NC 27601919-677-2000
Prospect flagsHigh assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(919) 677-2000
Plan administrator signer
DAVID L. MCENTEE
Signed 10/13/2022
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Summary metrics

Total assets (EOY)
$1655.9M
-12.3% from 2016
Total participants
6,479
-9.5% from 2016
Average account balance
$261,096
-2.3% from 2016
Annual return
15.23%
-8.43 pp from 2016

Benchmarks

See 92 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants5,000-9,999
Cohort92 peers
Snapshot2021
Participant deferral / active EE
$8,564
median $6,412
Employer contribution / active EE
$17,229
median $2,253
Participation rate
97.4%
median 89.0%
Avg account balance
$261,096
median $90,148
Admin fee / account holder
$47
median $69
Annual return
15.23%
median 17.41%
Overall peer rank
71st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.35B
Average account balance
Total assets / participants with a balance (line 6g)
$238K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
9,862
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.6%
Contributions (total)
Employer and participant dollars contributed each year
$245.05M
Contributions per participant
Average employer and participant contribution per enrolled participant
$29K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.81%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$63
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
T ROWE PRICE RPS INC7+ years
Service code 15
100 EAST PRATT STREET ยท BALTIMORE, MD 21202
Recordkeeping
$183,507
CAPFINANCIAL PARTNERS LLC1 year
Service code 27
PO BOX 60071 ยท RALEIGH, NC 27675
Advisory (Plan)
$98,292
CHERRY BEKHART5 years
Service code 10
200 SOUTH 10TH STREET ยท RICHMOND, VA 23261
Accounting
$10,604

Top hat statement on fileNQDC

Filed January 6, 2006 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3H
Plan features
  • 2A
    Age/service weighted or new comparability plan
    Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$296K
$56 / participant
  • Investment mgmt$98K33.2%
  • Other / not subdivided$198K66.8%
% of EOY assets
0.018%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CHERRY BEKAERT LLP
Auditor EIN
560574444
Audit fees
(not subdivided)
Opinion code
Unqualified