How big is K. Nussbaum & Associates' plan?

K. Nussbaum & Associates' plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20250724184822NAL0002983907001

K. Nussbaum & Associates

Name: K. Nussbaum & Associates — K. Nussbaum & Associates, Form 5500 (2024)
Creator: K. Nussbaum & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K. Nussbaum & Associates 401(k) Plan

401(k) retirement plan · K. Nussbaum & Associates' K. Nussbaum & Associates 401(k) Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kenneth M. Nussbaum signed K. Nussbaum & Associates' 2024 Form 5500 as plan administrator.

Kenneth M. Nussbaum — 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

K. Nussbaum & Associates' EIN is 26-0528099.

EIN 26-0528099

Plan number 002

Plan year 2024

ACK ID 20250724184822NAL0002983907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K. Nussbaum & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K. Nussbaum & Associates' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K. NUSSBAUM & ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

K. NUSSBAUM & ASSOCIATES

EIN

all filings

Address

231 WOLF LANE · RICHMOND, VT · 05477

Phone

(802) 264-9629

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator