How big is Krauss Whiting Capital Advisors LLC's plan?

Krauss Whiting Capital Advisors LLC's plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20250724100134NAL0011025122001

Krauss Whiting Capital Advisors LLC

Name: Krauss Whiting Capital Advisors LLC — Krauss Whiting, Form 5500 (2024)
Creator: Krauss Whiting Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Krauss Whiting Retirement Plan

401(k) retirement plan · Krauss Whiting Capital Advisors LLC's Krauss Whiting Retirement Plan held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Ted Krauss signed Krauss Whiting Capital Advisors LLC's 2024 Form 5500 as plan administrator.

Ted Krauss — 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

Krauss Whiting Capital Advisors LLC's EIN is 06-1528772.

EIN 06-1528772

Plan number 001

Plan year 2024

ACK ID 20250724100134NAL0011025122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Krauss Whiting Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Krauss Whiting Capital Advisors LLC's plan includes profit-sharing, 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 KRAUSS WHITING CAPITAL ADVISORS LLC.

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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