Original filing (PDF)20241111154717NAL0008707315001

KMR LLP

Name: KMR LLP — KMR LLP RETIREMENT PLAN, Form 5500 (2023)
Creator: KMR LLP

Form 5500-SF

FILING_RECEIVED

KMR LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KMR LLP.

Plan sponsor

Name

KMR LLP

EIN

27-3959222

Address

1040 AVENUE OF THE AMERICAS · 16TH FLOOR · NEW YORK, NY · 10018

Phone

(973) 472-6250

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-02-01

Tax period

2024-01-31

Filed

2024-11-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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