How big is Kelso Management, LLC's plan?

Kelso Management, LLC's plan reported $2.4M in assets and 22 participants for 2024.

Original filing (PDF)20250714094147NAL0000848369001

Kelso Management, LLC

Name: Kelso Management, LLC — Kelso Management, LLC 401(k), Form 5500 (2024)
Creator: Kelso Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelso Management, LLC 401(k) Plan

401(k) retirement plan · Kelso Management, LLC's Kelso Management, LLC 401(k) Plan held $2.4M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Kelso Management, LLC's EIN is 52-2270125.

EIN 52-2270125

Plan number 001

Plan year 2024

ACK ID 20250714094147NAL0000848369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelso Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelso Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 KELSO MANAGEMENT, LLC.

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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

Knocking points off