How big is Kerrigan Advisors, Inc.'s plan?

Kerrigan Advisors, Inc.'s plan reported $1.3M in assets and 13 participants for 2025.

Original filing (PDF)20260420112043NAL0001367969001

Kerrigan Advisors, Inc.

Name: Kerrigan Advisors, Inc. — Kerrigan Advisors, Form 5500 (2025)
Creator: Kerrigan Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerrigan Advisors, Inc.Retirement Plan

401(k) retirement plan · Kerrigan Advisors, Inc.'s Kerrigan Advisors, Inc.Retirement Plan held $1.3M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

AMY Irving signed Kerrigan Advisors, Inc.'s 2025 Form 5500 as plan administrator.

AMY Irving — 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

Kerrigan Advisors, Inc.'s EIN is 46-5011881.

EIN 46-5011881

Plan number 001

Plan year 2025

ACK ID 20260420112043NAL0001367969001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kerrigan Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kerrigan Advisors, Inc.'s plan includes 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 KERRIGAN ADVISORS, INC..

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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