Kennedy Collective 401(k) match, vesting and fees
What Kennedy Collective'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Kennedy Collective: employer contribution per participant | $1,190 | |
| Peer median | $1,468 |
| Kennedy Collective: average balance | $39,192 | |
| Peer median | $37,786 |
| Kennedy Collective: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.39% |
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 $11.5M at the end of plan year 2023 to $13.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 602 | $13.7M | $416K | $1,190 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 557 | $11.5M | $350K | $991 | 1.14% | Not published | Form 5500 ↗ |
Other Kennedy Collective plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Kennedy Center, Inc. 403(b) Retirement 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.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
The Kennedy Center, Inc. Retirement 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 | Newport Trust Company | 2022 Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Kennedy Collective match 401(k) contributions?
The match terms for the The Kennedy Collective, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $416K in employer contributions, about $1,190 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kennedy Collective 401(k) match vested?
The vesting schedule for the The Kennedy Collective, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kennedy Collective 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is The Kennedy Collective, Inc..
I left Kennedy Collective. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Kennedy Collective, Inc., (203) 365-8522) or the recordkeeper, ADP, Inc.. The Kennedy Collective old 401(k) page lists the contacts from every plan filing. Find an old Kennedy Collective 401(k)
Data from the public Form 5500 annual reports Kennedy Collective 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 Kennedy Collective. Not financial advice. Report a correction · Methodology