Original filing (PDF)20251015111224NAL0004378497001

A.J. KIRKWOOD & ASSOCIATES, INC.

Name: A.J. KIRKWOOD & ASSOCIATES, INC. — A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: A.J. KIRKWOOD & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

Possibly inadequate fidelity bond100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

240

Accounts w/ balance

615

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.1M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
97% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.J. KIRKWOOD & ASSOCIATES, INC..

Plan sponsor

Name

A.J. KIRKWOOD & ASSOCIATES, INC.

EIN

33-0707710

Address

4300 N. HARBOR BLVD. · FULLERTON, CA · 92835

Phone

(714) 505-1977

Industry