How big is Meserve-Kunhardt Foundation in's plan?

Meserve-Kunhardt Foundation in's plan reported $881K in assets and 4 participants for 2023.

Original filing (PDF)20250305101901NAL0008477201001

Meserve-Kunhardt Foundation in

Name: Meserve-Kunhardt Foundation in — Meserve-Kunhardt, Form 5500 (2023)
Creator: Meserve-Kunhardt Foundation in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meserve-Kunhardt Foundation in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Meserve-Kunhardt Foundation in's Meserve-Kunhardt Foundation in 401(k) Profit Sharing Plan & Trust held $881K in plan assets for 4 participants in 2023.

Signals · 1

Late filing · 3.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

People on this filing

Peter Kunhardt signed Meserve-Kunhardt Foundation in's 2023 Form 5500 as plan administrator.

Peter Kunhardt — 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

Meserve-Kunhardt Foundation in's EIN is 20-2412662.

EIN 20-2412662

Plan number 001

Plan year 2023

ACK ID 20250305101901NAL0008477201001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Meserve-Kunhardt Foundation in from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Meserve-Kunhardt Foundation in's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MESERVE-KUNHARDT FOUNDATION IN.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MESERVE-KUNHARDT FOUNDATION IN

EIN

all filings

Address

445 HAMILTON AVE STE 700 · WHITE PLAINS, NY · 106011847

Phone

(914) 238-6800

Industry

Educational Services

Plan administrator