How big is Kershner Trading Group, LLC's plan?

Kershner Trading Group, LLC's plan reported $11.5M in assets and 26 participants for 2025.

Original filing (PDF)20260416111241NAL0018118097001

Kershner Trading Group, LLC

Name: Kershner Trading Group, LLC — Kershner Trading, Form 5500 (2025)
Creator: Kershner Trading Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kershner Trading Group, LLC 401(k)

401(k) retirement plan · Kershner Trading Group, LLC's Kershner Trading Group, LLC 401(k) held $11.5M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

JON Sanderson signed Kershner Trading Group, LLC's 2025 Form 5500 as plan administrator.

JON Sanderson — 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

Kershner Trading Group, LLC's EIN is 74-2982516.

EIN 74-2982516

Plan number 001

Plan year 2025

ACK ID 20260416111241NAL0018118097001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kershner Trading Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kershner Trading Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERSHNER TRADING GROUP, 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

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 (99th percentile).

Plan sponsor

Name

KERSHNER TRADING GROUP, LLC

EIN

all filings

Address

1825 B KRAMER LANE · SUITE 200 · AUSTIN, TX · 78758

Phone

(512) 439-8140

Industry

Finance & Insurance

Plan administrator