How big is Kerecis, LLC's plan?

Kerecis, LLC's plan reported $10.4M in assets and 460 participants for 2024.

Original filing (PDF)20251015141448NAL0010010898001

Kerecis, LLC

Name: Kerecis, LLC — Kerecis, LLC 401(k) Plan, Form 5500 (2024)
Creator: Kerecis, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kerecis, LLC 401(k) Plan

401(k) retirement plan · Kerecis, LLC's Kerecis, LLC 401(k) Plan held $10.4M in plan assets for 460 participants in 2024, with Voya as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

460

Accounts w/ balance

594

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Kerecis, LLC's EIN is 81-1090267.

EIN 81-1090267

Plan number 001

Plan year 2024

ACK ID 20251015141448NAL0010010898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kerecis, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

KERECIS, LLC

EIN

all filings

Address

2101 WILSON BLVD., SUITE 900 · ARLINGTON, VA · 22201

Phone

(703) 287-8752

Industry

Retail Trade

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

2025-10-15

Pension benefit codes

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)

2E · Profit-sharing

2S · Automatic enrollment

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT SERVICES	02-0488491	—	INVESTMENT ADVISOR	$696	—

Investments

32 direct securities · 1 pooled fund· $20.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$10.3M

1 holding

Pooled Separate Accounts

$10.2M

30 holdings

Bonds / Notes

$33K

1 holding

Stable Value

$15K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$10.3M	99.3%
Index Solution 2045 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	15.3%
Index Solution 2050 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	14.1%
Index Solution 2055 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	14.0%
Index Solution 2040 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	12.6%
Index Solution 2035 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	10.9%
500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	10.8%
Index Solution 2060 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$589K	5.7%
MFS Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$257K	2.5%
Index Solution 2065 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$199K	1.9%
Mid-Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$194K	1.9%
Index Solution 2030 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$170K	1.6%
Small-Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$161K	1.6%
Index Solution 2025 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$130K	1.3%
Equity Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$78K	0.8%
Wash Mutual Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$76K	0.7%
New Perspective Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$60K	0.6%
Balanced Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.5%
Intermediate Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	0.4%
Participant Loans Interest Rates from 4.25%- 9.50% $0	Bonds / Notes	—	—	$33K	0.3%
Emerging Markets Stock Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.3%
Global Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.2%
US Targeted Vl Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.2%
Global Real Est Sec Pt Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.2%
New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.2%
High Yield Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.2%
GIC - Voya Fixed Account Fund Insurance Contract	Stable Value	—	—	$15K	0.1%
Real Return Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
T.Rowe Price Divers Mid Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
Small-Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Ceredex Mid-Cap Value Equity Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Voya Index Solution Inc P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%