Original filing (PDF)20251231104203NAL0011585475001

KCW MANAGEMENT LLC

Name: KCW MANAGEMENT LLC — KCW MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: KCW MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

KCW MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KCW MANAGEMENT LLC.

Plan sponsor

Name

KCW MANAGEMENT LLC

EIN

46-5012389

Address

254 CANAL STREET · SUITE 2006 · NEW YORK, NY · 10013

Phone

(917) 847-3496

Industry

Finance & Insurancesee 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

2025-12-31

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

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