How big is Kolbrenner & Alexander, LLC, CPAS' plan?

Kolbrenner & Alexander, LLC, CPAS' plan reported $6.3M in assets and 6 participants for 2024.

Original filing (PDF)20251003093831NAL0000762227001

Kolbrenner & Alexander, LLC, CPAS

Name: Kolbrenner & Alexander, LLC, CPAS — Kolbrenner &, Form 5500 (2024)
Creator: Kolbrenner & Alexander, LLC, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kolbrenner & Alexander, LLC, CPAS 401(k) Profit Sharing Plan

401(k) retirement plan · Kolbrenner & Alexander, LLC, CPAS' Kolbrenner & Alexander, LLC, CPAS 401(k) Profit Sharing Plan held $6.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Michael Alexander signed Kolbrenner & Alexander, LLC, CPAS' 2024 Form 5500 as plan administrator.

Michael Alexander — 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

Kolbrenner & Alexander, LLC, CPAS' EIN is 06-0991495.

EIN 06-0991495

Plan number 001

Plan year 2024

ACK ID 20251003093831NAL0000762227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kolbrenner & Alexander, LLC, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kolbrenner & Alexander, LLC, CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOLBRENNER & ALEXANDER, LLC, CPAS.

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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