Kendall Group 401(k) match, vesting and fees
What Kendall Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Plante and Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Kendall Group: employer contribution per participant | $942 | |
| Peer median | $2,066 |
| Kendall Group: average balance | $117,841 | |
| Peer median | $77,876 |
| Kendall Group: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $215M at the end of plan year 2021 to $230M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,011 | $230M | $1.8M | $942 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,919 | $214M | $1.5M | $825 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,785 | $190M | $1.4M | $803 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,466 | $215M | $1.2M | $956 | 0.02% | Not published | Form 5500 ↗ |
Other Kendall Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Kendall Group Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transition Finance Strategies, LLC | 2023 Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Kendall Group match 401(k) contributions?
The match terms for the The Kendall Group, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kendall Group 401(k) match vested?
The vesting schedule for the The Kendall Group, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kendall Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Kendall Group, Inc..
I left Kendall Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Kendall Group, Inc., (269) 963-5585) or the recordkeeper, Fidelity Investments Institutional. The Kendall Group old 401(k) page lists the contacts from every plan filing. Find an old Kendall Group 401(k)
Data from the public Form 5500 annual reports Kendall Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kendall Group. Not financial advice. Report a correction · Methodology