How big is Kimberly Cafferty & Company LLC's plan?

Kimberly Cafferty & Company LLC's plan reported $861K in assets and 3 participants for 2024.

Original filing (PDF)20251013150749NAL0001485729001

Kimberly Cafferty & Company LLC

Name: Kimberly Cafferty & Company LLC — Kimberly Cafferty, Form 5500 (2024)
Creator: Kimberly Cafferty & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly Cafferty & Company LLC 401(k) Plan

401(k) retirement plan · Kimberly Cafferty & Company LLC's Kimberly Cafferty & Company LLC 401(k) Plan held $861K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

Plan identifiers

Kimberly Cafferty & Company LLC's EIN is 26-1364254.

EIN 26-1364254

Plan number 002

Plan year 2024

ACK ID 20251013150749NAL0001485729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberly Cafferty & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberly Cafferty & Company LLC's 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 KIMBERLY CAFFERTY & COMPANY LLC.

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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