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KENSINGTON CAPITAL ADVISORS, LLC — KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231107120738NAL0021740257001
KENSINGTON CAPITAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
KENSINGTON CAPITAL ADVISORS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KENSINGTON CAPITAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
KENSINGTON CAPITAL ADVISORS, LLC
EIN
20-1574658
Address
4064 COLONY RD., SUITE 400 · CHARLOTTE, NC · 28211
Phone
(704) 644-3681
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-06-12
Filed
2023-11-07
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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