How big is Kerwin Estate LLC's plan?

Kerwin Estate LLC's plan reported $2.0M in assets and 23 participants for 2024.

Original filing (PDF)20250829141136NAL0011379729001

Kerwin Estate LLC

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

Form 5500-SF

FILING_RECEIVED

Kerwin Estate LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Kerwin Estate LLC's Kerwin Estate LLC 401(k) Retirement Savings Plan held $2.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Kerwin Estate LLC's EIN is 68-0683311.

EIN 68-0683311

Plan number 001

Plan year 2024

ACK ID 20250829141136NAL0011379729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kerwin Estate LLC'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 KERWIN ESTATE 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

Helping the score