# KPMG PUERTO RICO CAPITAL ACCUMULATION PLAN

Retirement plan sponsored by **KPMG LLP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | KPMG LLP |
| EIN | 135565207 |
| Plan number | 021 |
| Plan year | 2025 |
| Location | MONTVALE, NJ |
| Industry | n/a |
| Total assets (end of year) | $27.6M |
| Participants | 178 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Recordkeeping and information management (computing, tabulating, data processing, etc.); Shareholder servicing fees; Sub-transfer agency fees; Investment management fees paid indirectly by plan |

## Other plans from this sponsor

- KPMG 401(K) CAPITAL ACCUMULATION PLAN: https://planoptica.com/retirement/135565207-011
- KPMG PENSION PLAN: https://planoptica.com/retirement/135565207-016
- KPMG PARTNER PENSION PLAN: https://planoptica.com/retirement/135565207-018
- KPMG PARTNER RETIREMENT SAVINGS PLAN: https://planoptica.com/retirement/135565207-017
- KPMG PERSONAL ACCOUNT FOR RETIREMENT: https://planoptica.com/retirement/135565207-013

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/135565207-021
- Cite as: PlanOptica, https://planoptica.com/retirement/135565207-021
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers