· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KRUSE & ASSOCIATES, INC. — KRUSE & ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251005123614NAL0002815985001
KRUSE & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
KRUSE & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
51
Plan assets (EOY)
$881K
Net assets (EOY)
$874K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KRUSE & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
KRUSE & ASSOCIATES, INC.
EIN
73-1444019
Address
8596 E. 101 STREET, SUITE H · TULSA, OK · 74133
Phone
(918) 251-5982
Industry
Professional & Technical Services
see 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
2025-10-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
REBELLIS GROUP, LLC
REBELLIS GROUP, LLC 401(K) PLAN & TRUST
$881K · 24 participants
E-RATE ELITE SERVICES, INC.
E-RATE ELITE SERVICES, INC. 401(K) RETIREMENT PLAN
$881K · 5 participants
ATLANTIC CIVIL CONSTRUCTORS CORPORATION
ATLANTIC CIVIL CONSTRUCTORS RETIREMENT PLAN
$881K · 24 participants
BOND AND MATTER LLC
BOND AND MATTER 401(K) PLAN
$881K · 12 participants
NMK RESOURCES INC
NMK RESOURCES INC
$881K · 44 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SINEX SOLUTIONS
SINEX SOLUTIONS RETIREMENT TRUST
$880K · 5 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B
