· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAREN THOMAS ASSOCIATES, INC. — KAREN THOMAS ASSOCIATES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009134813NAL0006665265001
KAREN THOMAS ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
KAREN THOMAS ASSOCIATES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAREN THOMAS ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
KAREN THOMAS ASSOCIATES, INC.
EIN
45-3169601
Address
350 SEVENTH AVENUE, FLOOR 21 · NEW YORK, NY · 10001
Phone
(212) 991-9990
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
SCOTT/GRIFFIN ARCHITECTS, LTD
SCOTT/GRIFFIN ARCHITECTS, LTD 401(K) PLAN
$2.5M · 10 participants
STUDIO 8 DESIGN, LLC
STUDIO 8 DESIGN, LLC 401(K) PLAN
$2.5M · 14 participants
FACADE MAINTENANCE DESIGN ARCHITECTURE AND ENGINEERING, P.C.
FACADE MAINTENANCE DESIGN 401(K) SAVINGS PLAN
$2.5M · 7 participants
BHA STUDIO, INC.
BHA STUDIO 401(K) PLAN
$2.5M · 9 participants
SIEGEL & STRAIN ARCHITECTS, INC.
SIEGEL & STRAIN ARCHITECTS, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.5M · 25 participants
TISE-KIESTER ARCHITECTS, P.A.
TISE-KIESTER ARCHITECTS, P.A. 401(K) PLAN
$2.5M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
