Original filing (PDF)20251121102419NAL0006383233001

KMSS & ASSOCIATES, LLC

Name: KMSS & ASSOCIATES, LLC — PREMIER WEALTH PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KMSS & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

PREMIER WEALTH PARTNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

KMSS & ASSOCIATES, LLC

EIN

25-1853708

Address

1570 OMEGA DRIVE · SUITE 201 · PITTSBURGH, PA · 15205

Phone

(412) 922-7700

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

2025-11-21

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SILICON BEACH SERVICES, INC.

SILICON BEACH SERVICES, INC. 401(K) PLAN

$2.2M · 1 participants

ZECHES WEALTH MANAGEMENT GROUP LLC

ZECHES WEALTH MANAGEMENT GROUP LLC 401(K) SAFE HARBOR PLAN

$2.2M · 2 participants

HOLLANDER & ASSOCIATES, LLC

HOLLANDER & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 2 participants

THE FOUNDRY, LLC

THE FOUNDRY, LLC 401(K) PLAN

$2.2M · 6 participants

CALIBER CORPORATE ADVISERS LLC

CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN