How big is William R. Kenan Jr. Fund's plan?

William R. Kenan Jr. Fund's plan reported $404K in assets and 1 participants for 2024.

Original filing (PDF)20260130200716NAL0005754177001

William R. Kenan Jr. Fund

Name: William R. Kenan Jr. Fund — William R Kenan Jr. Fund, Form 5500 (2024)
Creator: William R. Kenan Jr. Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William R Kenan Jr. Fund 403(b) Plan

403(b) retirement plan · William R. Kenan Jr. Fund's William R Kenan Jr. Fund 403(b) Plan held $404K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

Plan identifiers

William R. Kenan Jr. Fund's EIN is 57-0757568.

EIN 57-0757568

Plan number 001

Plan year 2024

ACK ID 20260130200716NAL0005754177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William R. Kenan Jr. Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William R. Kenan Jr. Fund's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R. KENAN JR FUND.

Finding similar companies…

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.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WILLIAM R. KENAN JR FUND

EIN

all filings

Address

100 EUROPA DRIVE, STE 525 · CHAPEL HILL, NC · 27517

Phone

(919) 632-6400

Industry

Finance & Insurance

Plan administrator