How big is Kaiser Financial, Inc.'s plan?

Kaiser Financial, Inc.'s plan reported $139K in assets and 2 participants for 2024.

Original filing (PDF)20250718102043NAL0001518353001

Kaiser Financial, Inc.

Name: Kaiser Financial, Inc. — Kaiser Financial, Inc., Form 5500 (2024)
Creator: Kaiser Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaiser Financial, Inc. 401(k) Plan

401(k) retirement plan · Kaiser Financial, Inc.'s Kaiser Financial, Inc. 401(k) Plan held $139K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

People on this filing

Marcus Bowie signed Kaiser Financial, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Kaiser Financial, Inc.'s EIN is 82-1706671.

EIN 82-1706671

Plan number 001

Plan year 2024

ACK ID 20250718102043NAL0001518353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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