Back to filter
Original filing (PDF)20250407101005NAL0018288913001
KNOWLES ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
KNOWLES ASSOCIATES, LLC 401K PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWLES ASSOCIATES, LLC.
Plan sponsor
Name
KNOWLES ASSOCIATES, LLC
EIN
20-2131630
Address
316 PENN AVENUE · SCRANTON, PA · 18503
Phone
(570) 342-3214
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Finance & Insurance plans
NETWORK INSURANCE SERVICES, INC.
NETWORK INSURANCE SERVICES 401(K) PLAN
$3.4M · 15 participants
GREAT LAKES INSURANCE SERVICES GROUP, LLC
GREAT LAKES INSURANCE SERVICES GROUP, LLC RETIREMENT PLAN
$3.4M · 69 participants
FIRST TRINITY FINANCIAL CORPOR
FIRST TRINITY FINANCIAL CORPOR 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 18 participants
AGENTS ALLIANCE EMPLOYERS GROUP, LLC
AGENTS ALLIANCE EMPLOYERS GROUP 401(K) PLAN
$3.3M · 55 participants
TEXAS SERVICE LIFE INSURANCE CO.
TSLIC 401(K) PLAN
$3.4M · 52 participants
AMERITAS HOLDING COMPANY
AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION
$3.4M
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B