How big is Kestrel Capital, LLC's plan?

Kestrel Capital, LLC's plan reported $32K in assets and 2 participants for 2025.

Original filing (PDF)20260218124922NAL0007622881001

Kestrel Capital, LLC

Name: Kestrel Capital, LLC — Kestrel Capital, LLC 401(k), Form 5500 (2025)
Creator: Kestrel Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kestrel Capital, LLC 401(k) Plan

401(k) retirement plan · Kestrel Capital, LLC's Kestrel Capital, LLC 401(k) Plan held $32K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Shelia Campbell signed Kestrel Capital, LLC's 2025 Form 5500 as plan administrator.

Shelia Campbell — 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

Kestrel Capital, LLC's EIN is 32-0460850.

EIN 32-0460850

Plan number 001

Plan year 2025

ACK ID 20260218124922NAL0007622881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kestrel Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KESTREL CAPITAL, 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 (85th percentile).

Plan sponsor

Name

KESTREL CAPITAL, LLC

EIN

all filings

Address

736 GEORGIA AVE. STE 501 · CHATTANOOGA, TN · 37402

Phone

(423) 451-4991

Industry

Finance & Insurance

Plan administrator