How big is Kennebec Financial Corporation's plan?

Kennebec Financial Corporation's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260513192742NAL0009556912001

Kennebec Financial Corporation

Name: Kennebec Financial Corporation — Kennebec 401(k), Form 5500 (2025)
Creator: Kennebec Financial Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennebec 401(k) Plan

401(k) retirement plan · Kennebec Financial Corporation's Kennebec 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Kennebec Financial Corporation's EIN is 33-0599659.

EIN 33-0599659

Plan number 001

Plan year 2025

ACK ID 20260513192742NAL0009556912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kennebec Financial Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kennebec Financial Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNEBEC FINANCIAL CORPORATION.

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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

KENNEBEC FINANCIAL CORPORATION

EIN

all filings

Address

3755 PACIFIC HIGHWAY · SAN DIEGO, CA · 92110

Phone

(619) 685-2900

Industry

Management of Companies / Holdings

Plan administrator