How big is Kinsley Group, Inc.'s plan?

Kinsley Group, Inc.'s plan reported $15.3M in assets and 195 participants for 2024.

Original filing (PDF)20250728085503NAL0000641971001

Kinsley Group, Inc.

Name: Kinsley Group, Inc. — Kinsley Group 401(k) Plan, Form 5500 (2024)
Creator: Kinsley Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kinsley Group 401(k) Plan

401(k) retirement plan · Kinsley Group, Inc.'s Kinsley Group 401(k) Plan held $15.3M in plan assets for 195 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

195

Accounts w/ balance

226

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Shari Blackman signed Kinsley Group, Inc.'s 2024 Form 5500 as plan administrator.

Shari Blackman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kinsley Group, Inc.'s EIN is 04-2430816.

EIN 04-2430816

Plan number 001

Plan year 2024

ACK ID 20250728085503NAL0000641971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kinsley Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kinsley Group, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINSLEY GROUP, INC..

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

KINSLEY GROUP, INC.

EIN

all filings

Address

14 CONNECTICUT SOUTH DRIVE · EAST GRANBY, CT · 060269738

Phone

(860) 844-2235

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$66K	—
ASCENSUS	82-3719843	—	CONTRACT ADMINISTRATOR	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NAPATREE CAPITAL, LLC

Investments

21 direct securities· $15.2M(100% of reported assets)

Other securities

$6.8M

9 holdings

Mutual Funds

$6.7M

10 holdings

Common Collective Trusts

$1.3M

1 holding

Bonds / Notes

$466K

1 holding

					% of plan
Principal Fixed Income Guaranteed Option Fund Guaranteed account	Other securities	—	—	$2.9M	19.1%
Fidelity Blue Chip Growth K6 Fund "	Mutual Funds	—	—	$2.2M	14.5%
Vanguard 500 Index Admiral Fund "	Common Collective Trusts	—	—	$1.3M	8.6%
JPMorgan Equity Income R6 Fund "	Other securities	—	—	$1.2M	7.9%
John Hancock Bond R6 Fund Mutual fund	Other securities	—	—	$941K	6.2%
Vanguard Total Bond Market Index Admiral Fund "	Mutual Funds	—	—	$823K	5.4%
PIMCO Income Institutional Fund "	Mutual Funds	—	—	$760K	5.0%
Vanguard Total International Stock Index Admiral Fund "	Mutual Funds	—	—	$730K	4.8%
Fidelity Advisor International Growth Z Fund "	Mutual Funds	—	—	$641K	4.2%
T.Rowe Price Overseas Stock I Fund "	Other securities	—	—	$626K	4.1%
Vanguard Small Cap Index Admiral Fund "	Mutual Funds	—	—	$489K	3.2%
Participant loans (5.25% - 10.50%) -	Bonds / Notes	—	—	$466K	3.1%
Vanguard Mid Cap Index Admiral Fund "	Mutual Funds	—	—	$466K	3.1%
Victory Sycamore Established Value R6 Fund "	Other securities	—	—	$380K	2.5%
Allspring Special Small Cap Value R6 Fund "	Other securities	—	—	$331K	2.2%
MFS Mid-Cap Growth R6 Fund "	Mutual Funds	—	—	$263K	1.7%
JanusHenderson Triton N Fund "	Other securities	—	—	$262K	1.7%
American Funds NewWorld R6 Fund "	Mutual Funds	—	—	$235K	1.5%
Amana Growth Institutional Fund "	Other securities	—	—	$58K	0.4%
Vanguard Emerging Markets Stock Index Admiral Fund "	Mutual Funds	—	—	$39K	0.3%
PGIM Total Return Bond R6 Fund "	Other securities	—	—	$29K	0.2%