Original filing (PDF)20250821194316NAL0004564289001

KOENIG & ASSOCIATES, LLC

Name: KOENIG & ASSOCIATES, LLC — KOENIG & ASSOCIATES, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: KOENIG & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

KOENIG & ASSOCIATES, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOENIG & ASSOCIATES, LLC.

Plan sponsor

Name

KOENIG & ASSOCIATES, LLC

EIN

20-3461715

Address

PO BOX 535 · CHATHAM, NJ · 07928

Phone

(973) 701-9699

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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