Original filing (PDF)20250425220558NAL0005713379081

KIPLINGER INVESTMENTS ADVISORS, LLC

Name: KIPLINGER INVESTMENTS ADVISORS, LLC — KIPLINGER INVESTMENTS ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: KIPLINGER INVESTMENTS ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

KIPLINGER INVESTMENTS ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

34-1849576

Address

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

Phone

(937) 886-1442

Industry

Finance & Insurancesee all

Plan administrator