How big is The Kerton Group's plan?

The Kerton Group's plan reported $3.5M in assets and 5 participants for 2025.

Original filing (PDF)20260512160743NAL0005645923001

The Kerton Group

Name: The Kerton Group — TKG Retirement Trust, Form 5500 (2025)
Creator: The Kerton Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TKG Retirement Trust

401(k) retirement plan · The Kerton Group's TKG Retirement Trust held $3.5M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

LIZ Kerton signed The Kerton Group's 2025 Form 5500 as plan administrator.

LIZ Kerton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Kerton Group's EIN is 45-3216136.

EIN 45-3216136

Plan number 001

Plan year 2025

ACK ID 20260512160743NAL0005645923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Kerton Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Kerton Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (95th percentile).

Plan sponsor

Name

THE KERTON GROUP

EIN

all filings

Address

910 E MOCKINGBIRD LANE · PLEASANTON, CA · 94566

Phone

(408) 834-7933

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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