How big is Kinloch Estate's plan?

Kinloch Estate's plan reported $1.4M in assets and 21 participants for 2024.

Original filing (PDF)20250702144035NAL0033214562001

Kinloch Estate

Name: Kinloch Estate — Kinloch Estate 401(k) Plan, Form 5500 (2024)
Creator: Kinloch Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kinloch Estate 401(k) Plan

401(k) retirement plan · Kinloch Estate's Kinloch Estate 401(k) Plan held $1.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Eric Allard signed Kinloch Estate's 2024 Form 5500 as plan administrator.

Eric Allard — 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

Kinloch Estate's EIN is 13-3038423.

EIN 13-3038423

Plan number 001

Plan year 2024

ACK ID 20250702144035NAL0033214562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kinloch Estate's plan includes profit-sharing, 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 KINLOCH ESTATE.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KINLOCH ESTATE

EIN

all filings

Address

PO BOX 516 · THE PLAINS, VA · 201980516

Phone

(540) 253-5217

Industry

Real Estate

Plan administrator