How big is Kindlinger & Company, PC's plan?

Kindlinger & Company, PC's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250401162740NAL0014462354001

Kindlinger & Company, PC

Name: Kindlinger & Company, PC — Kindlinger & Company, PC, Form 5500 (2024)
Creator: Kindlinger & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kindlinger & Company, PC 401(k) Plan

401(k) retirement plan · Kindlinger & Company, PC's Kindlinger & Company, PC 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Kindlinger & Company, PC's EIN is 38-3196710.

EIN 38-3196710

Plan number 001

Plan year 2024

ACK ID 20250401162740NAL0014462354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kindlinger & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kindlinger & Company, PC'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 KINDLINGER & COMPANY, PC.

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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

KINDLINGER & COMPANY, PC

EIN

all filings

Address

3118 LOGAN VALLEY ROAD · TRAVERSE CITY, MI · 49684

Phone

(231) 947-9260

Industry

CPA Offices· Professional & Technical Services

Plan administrator