How big is KASS Management Services, Inc.'s plan?

KASS Management Services, Inc.'s plan reported $3.9M in assets and 12 participants for 2024.

Original filing (PDF)20250521092214NAL0001780723001

KASS Management Services, Inc.

Name: KASS Management Services, Inc. — KASS Management, Form 5500 (2024)
Creator: KASS Management Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KASS Management Services, Inc. 401(k) Plan

401(k) retirement plan · KASS Management Services, Inc.'s KASS Management Services, Inc. 401(k) Plan held $3.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

KASS Management Services, Inc.'s EIN is 36-3340802.

EIN 36-3340802

Plan number 001

Plan year 2024

ACK ID 20250521092214NAL0001780723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KASS Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KASS Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

KASS MANAGEMENT SERVICES, INC.

EIN

all filings

Address

P.O. BOX 14893 · CHICAGO, IL · 606144045

Phone

(773) 975-7234

Industry

Real Estate

Plan administrator