Original filing (PDF)20260501220919NAL0001180899050

Kiplinger Investments Advisors, LLC

Name: Kiplinger Investments Advisors, LLC — Kiplinger, Form 5500 (2025)
Creator: Kiplinger Investments Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kiplinger Investments Advisors 401(k) Plan

401(k) retirement plan · Kiplinger Investments Advisors, LLC's Kiplinger Investments Advisors 401(k) Plan held $63K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIPLINGER INVESTMENTS ADVISORS, LLC.

Plan sponsor

Name

KIPLINGER INVESTMENTS ADVISORS, LLC

EIN

34-1849576all filings

Address

325 N MAIN STREET · SUITE 202 · SPRINGBORO, OH · 45066

Phone

(937) 886-1442

Industry

Finance & Insurance

Plan administrator