Original filing (PDF)20251015224113NAL0011403202001

KUCHARSKI FINANCIAL SERVICES, LLC

Name: KUCHARSKI FINANCIAL SERVICES, LLC — Form 5500 (2024)
Creator: KUCHARSKI FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

KUCHARSKI FINANCIAL SERVICES, LLC

EIN

22-3795774all filings

Address

45 MINE STREET · FLEMINGTON, NJ · 08822

Phone

(908) 782-7200

Industry

Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

712 FINANCIAL LLC

712 FINANCIAL 401(K) PLAN

$393K · 3 participants

GREAT MEADOWS MANAGEMENT LLC

GREAT MEADOWS MANAGEMENT LLC 401(K) PLAN

$393K · 3 participants

VAN WINKLE WEALTH MANAGEMENT GROUP

VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

$393K · 2 participants

ABUNDANT WEALTH CAPITAL MANAGEMENT, LLC DBA ABUNDANT WEALTH STRATEGIES

ABUNDANT WEALTH CAPITAL MANAGEMENT 401(K) PLAN

$393K · 2 participants

COPPER HARBOR INVESTMENT ADVISORS, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.