How big is Kruse Asset Management, LLC's plan?

Kruse Asset Management, LLC's plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250718100757NAL0001551953001

Kruse Asset Management, LLC

Name: Kruse Asset Management, LLC — Kruse Asset Management, Form 5500 (2024)
Creator: Kruse Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kruse Asset Management, LLC 401(k) Plan

401(k) retirement plan · Kruse Asset Management, LLC's Kruse Asset Management, LLC 401(k) Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Marcus Bowie signed Kruse Asset Management, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Kruse Asset Management, LLC's EIN is 20-8479212.

EIN 20-8479212

Plan number 001

Plan year 2024

ACK ID 20250718100757NAL0001551953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kruse Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kruse Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRUSE ASSET MANAGEMENT, LLC.

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Plan health score

Above-average plan

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

Knocking points off