How big is Kelso & Burgess' plan?

Kelso & Burgess' plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260423135603NAL0007462080001

Kelso & Burgess

Name: Kelso & Burgess — Kelso & Burgess 401(k) Plan, Form 5500 (2025)
Creator: Kelso & Burgess
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelso & Burgess 401(k) Plan

401(k) retirement plan · Kelso & Burgess' Kelso & Burgess 401(k) Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Patricia Henry signed Kelso & Burgess' 2025 Form 5500 as plan administrator.

Patricia Henry — 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

Kelso & Burgess' EIN is 76-0701340.

EIN 76-0701340

Plan number 001

Plan year 2025

ACK ID 20260423135603NAL0007462080001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelso & Burgess from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelso & Burgess' plan includes profit-sharing, a 401(k) feature, 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 KELSO & BURGESS.

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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