How big is Kirkoswald Asset Management LLC's plan?

Kirkoswald Asset Management LLC's plan reported $2.6M in assets and 33 participants for 2024.

Original filing (PDF)20251002133501NAL0000900864002

Kirkoswald Asset Management LLC

Name: Kirkoswald Asset Management LLC — Kirkoswald Asset, Form 5500 (2024)
Creator: Kirkoswald Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kirkoswald Asset Management LLC 401(k) Plan

401(k) retirement plan · Kirkoswald Asset Management LLC's Kirkoswald Asset Management LLC 401(k) Plan held $2.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Lauren Surzyn signed Kirkoswald Asset Management LLC's 2024 Form 5500 as plan administrator.

Lauren Surzyn — 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

Kirkoswald Asset Management LLC's EIN is 35-2628447.

EIN 35-2628447

Plan number 001

Plan year 2024

ACK ID 20251002133501NAL0000900864002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kirkoswald Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIRKOSWALD ASSET MANAGEMENT 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 (87th percentile).

Plan sponsor

Name

KIRKOSWALD ASSET MANAGEMENT LLC

EIN

all filings

Address

520 MADISON AVENUE · FLOOR 25 · NEW YORK, NY · 10022

Phone

(332) 207-4665

Industry

Finance & Insurance

Plan administrator