Original filing (PDF)20250603090237NAL0010565633001

KIMMEL & FREDERICKS INTERNATIONAL, INC. DBA KIMMEL & ASSOCIATES, INC.

Name: KIMMEL & FREDERICKS INTERNATIONAL, INC. DBA KIMMEL & ASSOCIATES, INC. — KIMMEL & ASSOCIATES SAVINGS RETIREMENT PLAN, Form 5500 (2024)
Creator: KIMMEL & FREDERICKS INTERNATIONAL, INC. DBA KIMMEL & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

KIMMEL & ASSOCIATES SAVINGS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KIMMEL & FREDERICKS INTERNATIONAL, INC. DBA KIMMEL & ASSOCIATES, INC.

EIN

56-1596696

Address

25 PAGE AVENUE · ASHVILLE, NC · 28801

Phone

(828) 251-9900

Industry

Admin Support & Waste Mgmtsee 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

2025-06-03

Pension benefit codes

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $2.2M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626	Common Collective Trust	$1.6M	73.0%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	$582K	27.0%

1–2 of 2

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