How big is Kumpf, Charsley & Hansen, LLC's plan?

Kumpf, Charsley & Hansen, LLC's plan reported $2.1M in assets and 10 participants for 2024.

Original filing (PDF)20250529135145NAL0007848161001

Kumpf, Charsley & Hansen, LLC

Name: Kumpf, Charsley & Hansen, LLC — Kumpf, Charsley &, Form 5500 (2024)
Creator: Kumpf, Charsley & Hansen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kumpf, Charsley & Hansen, LLC 401(k) Plan

401(k) retirement plan · Kumpf, Charsley & Hansen, LLC's Kumpf, Charsley & Hansen, LLC 401(k) Plan held $2.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Scott Kumpf signed Kumpf, Charsley & Hansen, LLC's 2024 Form 5500 as plan administrator.

Scott Kumpf — 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

Kumpf, Charsley & Hansen, LLC's EIN is 20-3972229.

EIN 20-3972229

Plan number 001

Plan year 2024

ACK ID 20250529135145NAL0007848161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kumpf, Charsley & Hansen, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kumpf, Charsley & Hansen, LLC'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 KUMPF, CHARSLEY & HANSEN, LLC.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score