· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KNIGHTSBRIDGE ADVISORS, INC. — KNIGHTSBRIDGE ADVISORS, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014142113NAL0001492803001
KNIGHTSBRIDGE ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
KNIGHTSBRIDGE ADVISORS, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
KNIGHTSBRIDGE ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
KNIGHTSBRIDGE ADVISORS, INC.
EIN
20-2497677
Address
275 MADISON AVENUE, SUITE 2300 · NEW YORK, NY · 10016
Phone
(212) 375-6250
Industry
Finance & Insurance
see 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
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Finance & Insurance plans
DOUBLEDIAMOND FINANCIAL SERVICES
DOUBLEDIAMOND FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
$1.2M · 2 participants
ELY PRUDENT PORTFOLIOS LLC
ELY PRUDENT PORTFOLIOS LLC 401K PLAN
$1.2M · 2 participants
MASON RIDGE ENTERPRISES, INC. DBA MM INTERMOUNTAIN WEST
MM INTERMOUNTAIN WEST 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
MINERVA PLANNING GROUP
MINERVA PLANNING GROUP 401(K) PLAN
$1.2M · 4 participants
MATTSON GROUP, INC.
THE MATTSON GROUP 401(K) PLAN
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.
$1.2M · 3 participants
NEXT LEVEL PRIVATE LLC
NEXT LEVEL PRIVATE LLC CASH BALANCE PLAN
$1.2M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
