How big is Kivetz & Associates, Ltd.'s plan?

Kivetz & Associates, Ltd.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250630110017NAL0028636050001

Kivetz & Associates, Ltd.

Name: Kivetz & Associates, Ltd. — RAN Kivetz Defined, Form 5500 (2024)
Creator: Kivetz & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RAN Kivetz Defined Benefit Plan

Defined-benefit pension plan · Kivetz & Associates, Ltd.'s RAN Kivetz Defined Benefit Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Kivetz & Associates, Ltd.'s EIN is 47-4508721.

EIN 47-4508721

Plan number 001

Plan year 2024

ACK ID 20250630110017NAL0028636050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kivetz & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kivetz & Associates, Ltd.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score