How big is Kingery Durree Wakeman & O'DONnell, Associates' plan?

Kingery Durree Wakeman & O'DONnell, Associates' plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250709063305NAL0003133427001

Kingery Durree Wakeman & O'DONnell, Associates

Name: Kingery Durree Wakeman & O'DONnell, Associates — Form 5500 Plan 001 (2024)
Creator: Kingery Durree Wakeman & O'DONnell, Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kingery Durree Wakeman & O'DONnell, Associates Profit Sharing Plan

401(k) retirement plan · Kingery Durree Wakeman & O'DONnell, Associates' Kingery Durree Wakeman & O'DONnell, Associates Profit Sharing Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Deborah MALM signed Kingery Durree Wakeman & O'DONnell, Associates' 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Kingery Durree Wakeman & O'DONnell, Associates' EIN is 37-0915410.

EIN 37-0915410

Plan number 001

Plan year 2024

ACK ID 20250709063305NAL0003133427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kingery Durree Wakeman & O'DONnell, Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kingery Durree Wakeman & O'DONnell, Associates' 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 KINGERY DURREE WAKEMAN & O'DONNELL, ASSOCIATES.

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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