· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAPOR ENTERPRISES, INC. — INTER-ENTITY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250806155348NAL0008699954001
KAPOR ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
INTER-ENTITY 401(K) PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
62
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAPOR ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
KAPOR ENTERPRISES, INC.
EIN
04-2925270
Address
2148 BROADWAY · OAKLAND, CA · 94612
Phone
(510) 459-1059
Industry
Finance & Insurance
see all
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
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BOARD OF TRUSTEES OF LOCAL 74 U.S.W.U 401(K) SAVINGS PLAN
LOCAL 74 U.S.W.U. 401(K) SAVINGS PLAN
$13.3M · 731 participants
MEDICAL PRACTICE CONSORTIUM
MEDICAL PRACTICE CONSORTIUM HEALTH PLAN
$13.3M · 909 participants
APWU - HEALTH PLAN
APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN
$13.5M · 139 participants
PLUMBERS & STEAMFITTERS LOCAL 42 HEALTH & WELFARE PLAN
PLUMBERS & STEAMFITTERS LOCAL 42 HEALTH & WELFARE TRUST FUND
$13.3M · 218 participants
LOCAL 210'S ANNUITY FUND C/O SAVASTA
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LOCAL 210'S ANNUITY FUND
$13.3M · 1,371 participants
MERITAGE MEDICAL NETWORK
MERITAGE MEDICAL NETWORK 401(K) PROFIT SHARING PLAN AND TRUST
$13.2M · 83 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B