How big is Christopher V. Kimball Financial Services LLC's plan?

Christopher V. Kimball Financial Services LLC's plan reported $361K in assets and 3 participants for 2024.

Original filing (PDF)20250620123033NAL0002280179001

Christopher V. Kimball Financial Services LLC

Name: Christopher V. Kimball Financial Services LLC — Form 5500 Plan 001 (2024)
Creator: Christopher V. Kimball Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher V. Kimball 401(k) Plan

401(k) retirement plan · Christopher V. Kimball Financial Services LLC's Christopher V. Kimball 401(k) Plan held $361K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

Plan identifiers

Christopher V. Kimball Financial Services LLC's EIN is 37-1746732.

EIN 37-1746732

Plan number 001

Plan year 2024

ACK ID 20250620123033NAL0002280179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christopher V. Kimball Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher V. Kimball Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTOPHER V. KIMBALL FINANCIAL SERVICES 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