· 2022–2024 · DOL EFAST2

Kasos Associates — Kasos Associates 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250930073622NAL0011402977001

Kasos Associates

Form 5500-SF

FILING_RECEIVED

Kasos Associates 401(k) Plan

401(k) retirement plan · Kasos Associates' Kasos Associates 401(k) Plan held $272K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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

66

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KASOS ASSOCIATES.

Plan sponsor

Name

KASOS ASSOCIATES

EIN

Address

125 PENNSYLVANIA AVE · HANCOCK, NY · 137830670

Phone

(607) 287-8362

Industry

Professional & Technical Services

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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