How big is Kohlhepp Investment Advisors, Ltd.'s plan?

Kohlhepp Investment Advisors, Ltd.'s plan reported $3.0M in assets and 6 participants for 2024.

Original filing (PDF)20250422131750NAL0002326691001

Kohlhepp Investment Advisors, Ltd.

Name: Kohlhepp Investment Advisors, Ltd. — Kohlhepp, Form 5500 (2024)
Creator: Kohlhepp Investment Advisors, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kohlhepp Investment Advisors, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Kohlhepp Investment Advisors, Ltd.'s Kohlhepp Investment Advisors, Ltd. 401(k) Profit Sharing Plan held $3.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Kohlhepp Investment Advisors, Ltd.'s EIN is 23-2965652.

EIN 23-2965652

Plan number 001

Plan year 2024

ACK ID 20250422131750NAL0002326691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kohlhepp Investment Advisors, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kohlhepp Investment Advisors, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOHLHEPP INVESTMENT ADVISORS, LTD..

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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