Original filing (PDF)20251007114601NAL0011420370001

Kennerman Associates Inc. DBA Kershner Grosso & Co.

Name: Kennerman Associates Inc. DBA Kershner Grosso & Co. — Form 5500 Plan 001 (2024)
Creator: Kennerman Associates Inc. DBA Kershner Grosso & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kershner Grosso & Co. 401(k) Profit Sharing Plan

401(k) retirement plan · Kennerman Associates Inc. DBA Kershner Grosso & Co.'s Kershner Grosso & Co. 401(k) Profit Sharing Plan held $4.6M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Christopher Grosso signed Kennerman Associates Inc. DBA Kershner Grosso & Co.'s 2024 Form 5500 as plan administrator.

Christopher Grosso — 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

Kennerman Associates Inc. DBA Kershner Grosso & Co.'s EIN is 14-1609711.

EIN 14-1609711

Plan number 001

Plan year 2024

ACK ID 20251007114601NAL0011420370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kennerman Associates Inc. DBA Kershner Grosso & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kennerman Associates Inc. DBA Kershner Grosso & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNERMAN ASSOCIATES INC. DBA KERSHNER GROSSO & CO..

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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

Knocking points off