How big is Atkinson, Simms & Kermode, PLLC's plan?

Atkinson, Simms & Kermode, PLLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20251013090255NAL0000400755001

Atkinson, Simms & Kermode, PLLC

Name: Atkinson, Simms & Kermode, PLLC — Atkinson, Simms &, Form 5500 (2024)
Creator: Atkinson, Simms & Kermode, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atkinson, Simms & Kermode, PLLC Retirement Savings Plan

401(k) retirement plan · Atkinson, Simms & Kermode, PLLC's Atkinson, Simms & Kermode, PLLC Retirement Savings Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Atkinson, Simms & Kermode, PLLC's EIN is 61-1381175.

EIN 61-1381175

Plan number 001

Plan year 2024

ACK ID 20251013090255NAL0000400755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atkinson, Simms & Kermode, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atkinson, Simms & Kermode, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATKINSON, SIMMS & KERMODE, PLLC.

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ATKINSON, SIMMS & KERMODE, PLLC

EIN

all filings

Address

1608 HARRODSBURG RD. · LEXINGTON, KY · 405043706

Phone

(859) 225-1745

Industry

Law Offices· Professional & Technical Services

Plan administrator