Kerry Inc. Savings Plan
Sponsored by Kerry Inc. · EIN 510274193 · Plan #002
- Total assets
- $604M
- Net assets
- $604M
- Active participants
- 4,981
- With balances
- 5,666
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $479,321 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $308,696 |
| Mercer Investment Consulting Inc | Investment advisory (plan) | $91,334 |
| Pricewaterhousecoopers Llp | Other fees | $41,000 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $1,500 |