How big is The Kershaw Group's plan?

The Kershaw Group's plan reported $5.5M in assets and 109 participants for 2025.

Original filing (PDF)20260212142805NAL0000241730001

The Kershaw Group

Name: The Kershaw Group — The Kershaw Group 401(k), Form 5500 (2025)
Creator: The Kershaw Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kershaw Group 401(k) Retirement Plan

401(k) retirement plan · The Kershaw Group's The Kershaw Group 401(k) Retirement Plan held $5.5M in plan assets for 109 participants in 2025.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

The Kershaw Group's EIN is 04-3215068.

EIN 04-3215068

Plan number 001

Plan year 2025

ACK ID 20260212142805NAL0000241730001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Kershaw Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Kershaw Group'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 THE KERSHAW GROUP.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score