How big is Russell & Kolitz, L.C.'s plan?

Russell & Kolitz, L.C.'s plan reported $705K in assets and 3 participants for 2024.

Original filing (PDF)20250916092445NAL0001222195001

Russell & Kolitz, L.C.

Name: Russell & Kolitz, L.C. — Russell & Kolitz, L.C., Form 5500 (2024)
Creator: Russell & Kolitz, L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Russell & Kolitz, L.C. Retirement Plan and Trust

401(k) retirement plan · Russell & Kolitz, L.C.'s Russell & Kolitz, L.C. Retirement Plan and Trust held $705K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

Plan identifiers

Russell & Kolitz, L.C.'s EIN is 41-2171137.

EIN 41-2171137

Plan number 002

Plan year 2024

ACK ID 20250916092445NAL0001222195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Russell & Kolitz, L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Russell & Kolitz, L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUSSELL & KOLITZ, L.C..

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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