How big is Appalachian Research & Defense's plan?

Appalachian Research & Defense's plan reported $442K in assets and 4 participants for 2024.

Original filing (PDF)20250908150940NAL0041688514001

Appalachian Research & Defense

Name: Appalachian Research & Defense — Appalachian, Form 5500 (2024)
Creator: Appalachian Research & Defense
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appalachian Research & Defense Fund of Kentucky, Inc.

401(k) retirement plan · Appalachian Research & Defense's Appalachian Research & Defense Fund of Kentucky, Inc. held $442K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Lorie ELAM signed Appalachian Research & Defense's 2024 Form 5500 as plan administrator.

Lorie ELAM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Appalachian Research & Defense's EIN is 61-0848948.

EIN 61-0848948

Plan number 002

Plan year 2024

ACK ID 20250908150940NAL0041688514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Appalachian Research & Defense from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Appalachian Research & Defense's plan includes a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

APPALACHIAN RESEARCH & DEFENSE

EIN

all filings

Address

120 N FRONT AVE · PRESTONSBURG, KY · 416537832

Phone

(606) 886-3876

Industry

Professional & Technical Services

Plan administrator