· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KIMBERLY CAFFERTY & COMPANY LLC — KIMBERLY CAFFERTY & COMPANY LLC PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013151201NAL0000757571001
KIMBERLY CAFFERTY & COMPANY LLC
Form 5500-SF
FILING_RECEIVED
KIMBERLY CAFFERTY & COMPANY LLC PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KIMBERLY CAFFERTY & COMPANY LLC
.
Find decision makers
Plan sponsor
Name
KIMBERLY CAFFERTY & COMPANY LLC
EIN
26-1364254
Address
22 BOSTON WHARF ROAD, FLOOR 7 · BOSTON, MA · 02210
Phone
(866) 576-1385
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size All Other Professional Services plans
LINK MECHANICAL SERVICES INC.
LINK MECHANICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 32 participants
LIAISON SOFTWARE CORP
LIAISON SOFTWARE CORP 401(K) PROFIT SHARING PLAN
$2.7M · 3 participants
PHOENIX CENTER FOR ADVANCED LEGAL & ECONOMIC PUBLIC POLICY STUDIES
PHOENIX CENTER RETIREMENT PLAN
$2.7M · 2 participants
CHICORY
RECIPE INTO REALITY, INC. DBA CHICORY 401(K) PLAN
$2.6M · 30 participants
FLEX-PAC, INC.
FLEX-PAC, INC. 401(K) PLAN (B)
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.6M · 46 participants
TECHNOSYSTEMS SERVICE CORPORATION
TECHNOSYSTEMS SERVICE CORPORATION CASH BALANCE PENSION PLAN AND TRUST
$2.6M · 30 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
