How big is Kasberg, Patrick & Associates LP's plan?

Kasberg, Patrick & Associates LP's plan reported $9.4M in assets and 75 participants for 2025.

Original filing (PDF)20260507141204NAL0002496323001

Kasberg, Patrick & Associates LP

Name: Kasberg, Patrick & Associates LP — Kasberg, Patrick, Form 5500 (2025)
Creator: Kasberg, Patrick & Associates LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kasberg, Patrick & Associates LP 401(k) Plan

401(k) retirement plan · Kasberg, Patrick & Associates LP's Kasberg, Patrick & Associates LP 401(k) Plan held $9.4M in plan assets for 75 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Camryn Bintz signed Kasberg, Patrick & Associates LP's 2025 Form 5500 as plan administrator.

Camryn Bintz — 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

Kasberg, Patrick & Associates LP's EIN is 74-2598768.

EIN 74-2598768

Plan number 001

Plan year 2025

ACK ID 20260507141204NAL0002496323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kasberg, Patrick & Associates LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kasberg, Patrick & Associates LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KASBERG, PATRICK & ASSOCIATES LP.

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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