How big is Kittell, Branagan & Sargent, Ltd.'s plan?

Kittell, Branagan & Sargent, Ltd.'s plan reported $16.0M in assets and 21 participants for 2025.

Original filing (PDF)20260410154913NAL0017980272001

Kittell, Branagan & Sargent, Ltd.

Name: Kittell, Branagan & Sargent, Ltd. — Kittell, Branaga, Form 5500 (2025)
Creator: Kittell, Branagan & Sargent, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kittell, Branagan & Sargent 401(k) Safe Harbor Plan

401(k) retirement plan · Kittell, Branagan & Sargent, Ltd.'s Kittell, Branagan & Sargent 401(k) Safe Harbor Plan held $16.0M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

Plan identifiers

Kittell, Branagan & Sargent, Ltd.'s EIN is 03-0302296.

EIN 03-0302296

Plan number 001

Plan year 2025

ACK ID 20260410154913NAL0017980272001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kittell, Branagan & Sargent, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kittell, Branagan & Sargent, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KITTELL, BRANAGAN & SARGENT, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score