Original filing (PDF)20250813141015NAL0012690352001

KERSTEN ACCOUNTING LLC

Name: KERSTEN ACCOUNTING LLC — KERSTEN ACCOUNTING 401K PLAN, Form 5500 (2024)
Creator: KERSTEN ACCOUNTING LLC

Form 5500-SF

FILING_RECEIVED

KERSTEN ACCOUNTING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

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.

Decision-maker contacts

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

Plan sponsor

Name

KERSTEN ACCOUNTING LLC

EIN

26-1336189all filings

Address

610 W GREEN BAY ST · SHAWANO, WI · 541662342

Phone

(715) 524-2302

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

KERSTEN LLC

EIN

20-3404276

City

SHAWANO, WI

Phone

(715) 524-2302

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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