How big is Kimball & Beecher Group LLC's plan?

Kimball & Beecher Group LLC's plan reported $9.6M in assets and 88 participants for 2024.

Original filing (PDF)20250522142911NAL0008424754001

Kimball & Beecher Group LLC

Name: Kimball & Beecher Group LLC — Kimball and Beecher, Form 5500 (2024)
Creator: Kimball & Beecher Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimball and Beecher, Group LLC 401(k) Plan

401(k) retirement plan · Kimball & Beecher Group LLC's Kimball and Beecher, Group LLC 401(k) Plan held $9.6M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

People on this filing

Sandy Crock signed Kimball & Beecher Group LLC's 2024 Form 5500 as plan administrator.

Sandy Crock — 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

Kimball & Beecher Group LLC's EIN is 81-4862577.

EIN 81-4862577

Plan number 001

Plan year 2024

ACK ID 20250522142911NAL0008424754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimball & Beecher Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimball & Beecher Group LLC's 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 KIMBALL & BEECHER 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 (85th percentile).

Plan sponsor

Name

KIMBALL & BEECHER GROUP LLC

EIN

all filings

Address

4015 HURST DRIVE · WATERLOO, IA · 50701

Phone

(319) 235-6287

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator