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Original filing (PDF)20251013165317NAL0000851155001
KRISH ACTUARIAL, INC.
Form 5500
FILING_RECEIVED
KRISH ACTUARIAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
181
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRISH ACTUARIAL, INC..
Plan sponsor
Name
KRISH ACTUARIAL, INC.
EIN
45-2777929
Address
207 WEST 25TH AVENUE · 9TH FLOOR · NEW YORK, NY · 10001
Phone
(212) 494-9000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NEW YORK, NY | INVESTMENT ADVISOR | $31K | — |
Investments
15 pooled funds· $8.0M(58% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH CIT W SERIES AST WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $982K | $1.5M | 10.6% | |
| AB MULTI-MGR RET TRUST 2025 W-SERIE AST WILMINGTON TRUST · EIN 38-4116846 / PN 541 | Common Collective Trust | — | — | $1.4M | 10.0% | |
| AB MULTI-MGR RET TRUST 2035 W-SERIE AST WILMINGTON TRUST · EIN 38-4116848 / PN 543 | Common Collective Trust | — | — | $1.1M | 7.9% | |
| AB MULTI-MGR RET TRUST 2040 W-SERIE AST WILMINGTON TRUST · EIN 38-4116849 / PN 544 | Common Collective Trust | — | — | $957K | 7.0% | |
| AB MULTI-MGR RET TRUST 2055 W-SERIE AST WILMINGTON TRUST · EIN 38-4116852 / PN 547 | Common Collective Trust | — | — | $718K | 5.2% | |
| AB MULTI-MGR RET TRUST 2045 W-SERIE AST WILMINGTON TRUST · EIN 38-4116850 / PN 545 | Common Collective Trust | — | — | $476K | 3.5% | |
| AB MULTI-MGR RET TRUST 2030 W-SERIE AST WILMINGTON TRUST · EIN 38-4116847 / PN 542 | Common Collective Trust | — | — | $426K | 3.1% | |
| AB US SMALL & MID CAP GR W SERIES C AST WILMINGTON TRUST · EIN 38-4116871 / PN 000 | Common Collective Trust | — | — | $420K | 3.1% | |
| AB MULTI-MGR RET TRUST 2050 W-SERIE AST WILMINGTON TRUST · EIN 38-4116851 / PN 546 | Common Collective Trust | — | — | $412K | 3.0% | |
| AB US SMALL & MID CAP VAL W SERIES AST WILMINGTON TRUST · EIN 38-4116868 / PN 000 | Common Collective Trust | — | — | $232K | 1.7% | |
| AB MULTI-MGR RET TRUST 2060 W-SERIE AST WILMINGTON TRUST · EIN 38-4116853 / PN 548 | Common Collective Trust | — | — | $186K | 1.4% | |
| PGIM TOTAL RETURN FUND CIT FEE CLAS AST WILMINGTON TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $141K | 1.0% | |
| AB MULTI-MGR RET TRUST 2020 W-SERIE AST WILMINGTON TRUST · EIN 38-4116845 / PN 540 | Common Collective Trust | — | — | $99K | 0.7% | |
| AB MULTI-MGR RET ALLOC TRUST W-SERI AST WILMINGTON TRUST · EIN 38-4116843 / PN 000 | Common Collective Trust | — | — | $300 | <0.1% | |
| AB MULTI-MGR RET TRUST 2015 W-SERIE AST WILMINGTON TRUST · EIN 38-4116844 / PN 539 | Common Collective Trust | — | — | $0 | <0.1% |
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