Kennicott Brothers 401(k) match, vesting and fees
What Kennicott Brothers' 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 | At Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Kennicott Brothers: employer contribution per participant | $2,671 | |
| Peer median | $1,988 |
| Kennicott Brothers: average balance | $90,764 | |
| Peer median | $75,431 |
| Kennicott Brothers: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.31% |
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 $31.5M at the end of plan year 2021 to $38.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 428 | $38.8M | $1.1M | $2,671 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 471 | $41.5M | $962K | $2,043 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 520 | $37.1M | $1M | $2,086 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 524 | $31.5M | $1.1M | $2,294 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Kennicott Brothers match 401(k) contributions?
The match terms for the Kennicott Brothers Company Employee Stock Ownership and 401(k) have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,671 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kennicott Brothers 401(k) match vested?
The vesting schedule for the Kennicott Brothers Company Employee Stock Ownership and 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kennicott Brothers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is At Retirement Services, LLC. The plan administrator is Kennicott Brothers Company.
I left Kennicott Brothers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kennicott Brothers Company, (312) 492-5628) or the recordkeeper, At Retirement Services, LLC. The Kennicott Brothers old 401(k) page lists the contacts from every plan filing. Find an old Kennicott Brothers 401(k)
Data from the public Form 5500 annual reports Kennicott Brothers 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 Kennicott Brothers. Not financial advice. Report a correction · Methodology