How big is Kerrisdale Advisers, LLC's plan?

Kerrisdale Advisers, LLC's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250701101625NAL0018355168001

Kerrisdale Advisers, LLC

Name: Kerrisdale Advisers, LLC — Kerrisdale Advisers, LLC, Form 5500 (2024)
Creator: Kerrisdale Advisers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerrisdale Advisers, LLC Retirement Trust

401(k) retirement plan · Kerrisdale Advisers, LLC's Kerrisdale Advisers, LLC Retirement Trust held $2.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

KATE McCarren signed Kerrisdale Advisers, LLC's 2024 Form 5500 as plan administrator.

KATE McCarren — 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

Kerrisdale Advisers, LLC's EIN is 26-4757417.

EIN 26-4757417

Plan number 001

Plan year 2024

ACK ID 20250701101625NAL0018355168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kerrisdale Advisers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kerrisdale Advisers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERRISDALE ADVISERS, 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

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

Plan sponsor

Name

KERRISDALE ADVISERS, LLC

EIN

all filings

Address

1000 5TH STREET · SUITE 401 · MIAMI BEACH, FL · 33139

Phone

(212) 792-9788

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator