How big is Kenerson Associates, Inc.'s plan?

Kenerson Associates, Inc.'s plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20250725074609NAL0006322833001

Kenerson Associates, Inc.

Name: Kenerson Associates, Inc. — Trifecta 401(k) MEP AS, Form 5500 (2024)
Creator: Kenerson Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trifecta 401(k) MEP AS Adopted Kenerson Associates, Inc.

401(k) retirement plan · Kenerson Associates, Inc.'s Trifecta 401(k) MEP AS Adopted Kenerson Associates, Inc. held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Tammy Julian signed Kenerson Associates, Inc.'s 2024 Form 5500 as plan administrator.

Tammy Julian — 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

Kenerson Associates, Inc.'s EIN is 04-3138564.

EIN 04-3138564

Plan number 002

Plan year 2024

ACK ID 20250725074609NAL0006322833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kenerson Associates, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, 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 KENERSON ASSOCIATES, INC..

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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