Kennedy/jenks Consultants, Inc. 401(k) Plan: Login, Facts & Contact Information

Kennedy/jenks Consultants, Inc. 401(k) Plan Facts

Plan name
KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
KENNEDY/JENKS CONSULTANTS, INC.
Participants
718 (507 active employees)
Former employees with a balance
237
Plan assets
$147,957,144 at Dec 31, 2024
Average account balance
$205,782 across 719 accounts
Employer contributions
$1,605,497 in plan year 2024 (20% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 31, 1970
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.07 million went into the plan in contributions, $1.61 million of it from the employer (20%).
  • $8.12 million was paid out to participants.
  • Investment and other income added $18.1 million.
  • Administrative expenses were $173,777, about $242 per account.

How the Kennedy/jenks Consultants, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019616$103.5 million$1.10 million$8.73 million
2020601$118.6 million$2.04 million$8.42 million
2021604$133.0 million$1.75 million$8.83 million
2022615$112.5 million$1.24 million$4.74 million
2023652$130.0 million$1.39 million$9.36 million
2024718$148.0 million$1.61 million$8.12 million

Kennedy/jenks Consultants, Inc. 401(k) Contact Information

Phone
415-243-2150
Mailing address
275 BATTERY STREET SUITE 550, SAN FRANCISCO CA 94111
Plan sponsor
KENNEDY/JENKS CONSULTANTS, INC.
Employer identification number (EIN)
94-2147007
Plan number
001

Questions about the Kennedy/jenks Consultants, Inc. 401(k)

Does Kennedy/jenks Consultants, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.61 million, 20% of all contributions.

Does the Kennedy/jenks Consultants, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Kennedy/jenks Consultants, Inc 401(k) plan?

718 participants at the start of plan year 2024, 507 of them active employees, and 237 former employees who still had money in the plan.

What is the average 401(k) balance at Kennedy/jenks Consultants, Inc?

About $205,782 per account: $148.0 million in plan assets across 719 accounts with a balance at the end of plan year 2024.

Who manages the Kennedy/jenks Consultants, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kennedy/jenks Consultants, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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