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Employers › Georgia

Employer · plans filed under one EIN

Kilpatrick Townsend & Stockton LLP

Atlanta, GA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$754Mnet assets across plans
2,451participant records1,752 active
$26.7Memployer contributions, latest plan years$15,234 per active record
$193KSchedule C compensation to organisations$78.70 per participant record

Kilpatrick Townsend & Stockton LLP, based in Atlanta, Georgia, sponsors 4 retirement plans with 100 or more participants: 2 defined contribution and 2 defined benefit. Together they reported 2,451 participant records and $754M in net assets.

The largest is Kilpatrick Townsend & Stockton LLP Retirement Savings Plan, a 401(k) plan with 1,457 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $26.7M and participant contributions $18.3M in the latest plan years; benefits paid were $66.1M. Schedule C compensation reported to service provider organisations totalled $193K.

Combined net assets moved from $159M in 2009 to $754M in 2024 (up 374%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kilpatrick Townsend & Stockton LLP Retirement Savings Plan401(k) plan20241,457$596M$409,071$6,899$95K
Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2401(k) plan2024732$105M$143,432$11,581$37K
Kilpatrick Townsend & Stockton LLP Cash Balance Plan Icash balance pension plan2024131$26.6M$203,144$58,791$30K
Kilpatrick Townsend & Stockton LLP Cash Balance Plan IIcash balance pension plan2024131$26.6M$203,119$58,791$30K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $159M2010: $182M2011: $219M2012: $247M2013: $306M2014: $324M2015: $313M2016: $340M2017: $45.5M2018: $390M2019: $489M2020: $576M2021: $670M2022: $557M2023: $649M2024: $754M$159M$754M20092012201620202024
Combined net assets
2009: 1,2982010: 1,7012011: 1,6882012: 1,7122013: 1,7732014: 1,7812015: 1,8162016: 1,8142017: 3662018: 1,8022019: 2,2742020: 2,2652021: 2,2852022: 2,3642023: 2,3942024: 2,4511,2982,45120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202442,451$754M$26.7M$18.3M
202342,394$649M$26.5M$19.2M
202242,364$557M$25.7M$16.2M
202142,285$670M$24.1M$15.2M
202042,265$576M$19.7M$14.3M
201942,274$489M$18.9M$13.9M
201821,802$390M$10.3M$12.5M
20171366$45.5M$1.1M$1.6M
201611,814$340M$9.8M$12.2M
201511,816$313M$9.3M$12.2M
201411,781$324M$9.3M$11.4M
201311,773$306M$9.4M$11.2M
201211,712$247M$9.0M$10.5M
201111,688$219M$9.4M$10.1M
201011,701$182M$6.8M$6.6M
200911,298$159M$7.1M$7.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing2$77,449
Capfinancial Partners, LLCInvestment advisory (plan)2$60,500
Strategic Advisors, Inc.Investment advisory (plan)2$54,942

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$77K
Capfinancial Partners, LLC$61K
Strategic Advisors, Inc.$55K

Questions and answers

How many retirement plans does Kilpatrick Townsend & Stockton LLP have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kilpatrick Townsend & Stockton LLP Retirement Savings Plan, Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2, Kilpatrick Townsend & Stockton LLP Cash Balance Plan I and Kilpatrick Townsend & Stockton LLP Cash Balance Plan II. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kilpatrick Townsend & Stockton LLP contribute to its plans?

$26,690,812 in employer contributions across these plans in their latest plan years, about $15,234 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Capfinancial Partners, LLC and Strategic Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.