How big is Karen Erickson's plan?

Karen Erickson's plan reported $1.6M in assets and 1 participants for 2024.

Original filing (PDF)20251007124722NAL0002473827001

Karen Erickson

Name: Karen Erickson — Karen Erickson 401(k) Profit, Form 5500 (2024)
Creator: Karen Erickson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karen Erickson 401(k) Profit Sharing Plan

401(k) retirement plan · Karen Erickson's Karen Erickson 401(k) Profit Sharing Plan held $1.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Karen Erickson signed Karen Erickson's 2024 Form 5500 as plan administrator.

Karen Erickson — 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

Karen Erickson's EIN is 11-3498165.

EIN 11-3498165

Plan number 001

Plan year 2024

ACK ID 20251007124722NAL0002473827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karen Erickson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karen Erickson's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN ERICKSON.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KAREN ERICKSON

EIN

all filings

Address

127 WEST 79TH STREET, SUITE 4 · NEW YORK, NY · 10024

Phone

(212) 721-0177

Industry

Health Care & Social Assistance

Plan administrator