Kpmg LLP 401(k): best low-cost funds
Kpmg 401(k) Capital Accumulation Plan · Plan #011 · Montvale, NJ
Suggested simple Boglehead mix
- US stocks (~60%): Vftc Institutional 500 Index Trust
- International stocks (~20-30%): BLK Msci Acwi Ex-us IDX NL Fund M
- Bonds (~10-20%): Vftc Inst Total Bond MKT Indx Trust
Example built from fund names in the filing. Confirm these are on your current menu and check their expense ratios. Adjust the bond share for your age and risk tolerance.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Vftc Institutional 500 Index Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $2.9B |
| BLK Msci Acwi Ex-us IDX NL Fund M index | Blackrock Institutional Trust N.a. | Common/collective trust | $715.9M |
| Extended Equity Market Fund K | Blackrock Institutional Trust Company N.a. | Common/collective trust | $441.1M |
| Vftc Inst Total Bond MKT Indx Trust index | Vanguard Fiduciary Trust Company | Common/collective trust | $328.2M |
| State Street 1-10 Year U.s. Tips | State Street Global Advisors Trust Company | Common/collective trust | $143.8M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $5.5B | 52.6% |
| Common/collective trusts | $4.5B | 43.1% |
| Participant loans | $53.5M | 0.5% |
Fees paid from plan assets
| Investment advisory & management fees | $226,788 |
| Other administrative fees | $3,234 |
| Total administrative expenses | $2.2M |
Reported administrative expenses were about 0.023% of average plan assets, or about $40 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251010165504NAL0008042401001. EIN 135565207.
FAQ
What are the best low-cost funds in the Kpmg LLP 401(k)?
Based on public filings, index options include Vftc Institutional 500 Index Trust (US stocks), BLK Msci Acwi Ex-us IDX NL Fund M (international stocks) and Vftc Inst Total Bond MKT Indx Trust (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Kpmg LLP 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the Kpmg LLP 401(k) plan?
The plan reported about $10.5B in net assets and 54,737 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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