How big is Kimerling & Wisdom, LLC.'s plan?

Kimerling & Wisdom, LLC.'s plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20251011113331NAL0008906961001

Kimerling & Wisdom, LLC.

Name: Kimerling & Wisdom, LLC. — Kimerling & Wisdom, LLC., Form 5500 (2024)
Creator: Kimerling & Wisdom, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimerling & Wisdom, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Kimerling & Wisdom, LLC.'s Kimerling & Wisdom, LLC. 401(k) Profit Sharing Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Ross Wisdom signed Kimerling & Wisdom, LLC.'s 2024 Form 5500 as plan administrator.

Ross Wisdom — 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

Kimerling & Wisdom, LLC.'s EIN is 76-0717994.

EIN 76-0717994

Plan number 002

Plan year 2024

ACK ID 20251011113331NAL0008906961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimerling & Wisdom, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimerling & Wisdom, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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