How big is KORY Management, Inc.'s plan?

KORY Management, Inc.'s plan reported $613K in assets and 106 participants for 2024.

Original filing (PDF)20250820132911NAL0001626003001

KORY Management, Inc.

Name: KORY Management, Inc. — KORY Management, Inc. 401(k), Form 5500 (2024)
Creator: KORY Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KORY Management, Inc. 401(k) Plan

401(k) retirement plan · KORY Management, Inc.'s KORY Management, Inc. 401(k) Plan held $613K in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

Plan identifiers

KORY Management, Inc.'s EIN is 36-3546168.

EIN 36-3546168

Plan number 002

Plan year 2024

ACK ID 20250820132911NAL0001626003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KORY Management, Inc.'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 KORY MANAGEMENT, INC..

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score