Original filing (PDF)20250124101221NAL0015652130001

KRAMER MYERS AGENCY

Name: KRAMER MYERS AGENCY — KRAMER MYERS AGENCY, INC. 401K PLAN, Form 5500 (2024)
Creator: KRAMER MYERS AGENCY

Form 5500-SF

FILING_RECEIVED

KRAMER MYERS AGENCY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 KRAMER MYERS AGENCY.

Plan sponsor

Name

KRAMER MYERS AGENCY

EIN

31-0726063

Address

45 MAIN ST. · BATAVIA, OH · 45103

Phone

(513) 732-1461

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

KRAMER MYERS AGENCY

EIN

31-0726063

City

BATAVIA, OH

Phone

(513) 732-1461

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JOYCE COLEMAN

JOYCE COLEMAN PROFIT SHARING PLAN

$1.1M · 4 participants

DAVID N. MARDER

DAVID N. MARDER DEFINED BENEFIT PENSION PLAN

$1.1M · 1 participants

FAIRWAY PARTNERS, LLC

FAIRWAY PARTNERS, LLC 401(K)

$1.1M · 15 participants

THE TRAYNER GROUP, LTD.

THE TRAYNER GROUP, LTD 401(K) PROFIT SHARING PLAN

$1.1M · 24 participants

MILLER INSURANCE, INC.

MILLER INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 10 participants