How big is Kirkpatrick Price, Inc.'s plan?

Kirkpatrick Price, Inc.'s plan reported $8.7M in assets and 112 participants for 2024.

Original filing (PDF)20251015115419NAL0002360467002

Kirkpatrick Price, Inc.

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

Form 5500

FILING_RECEIVED

Kirkpatrick Price, Inc. 401(k) Plan

401(k) retirement plan · Kirkpatrick Price, Inc.'s Kirkpatrick Price, Inc. 401(k) Plan held $8.7M in plan assets for 112 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

112

Accounts w/ balance

139

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Kirkpatrick Price, Inc.'s EIN is 83-1273730.

EIN 83-1273730

Plan number 001

Plan year 2024

ACK ID 20251015115419NAL0002360467002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 73K (5% of contributions).

Helping the score

Below-peer total plan cost (87th percentile).
High average account balance (90th percentile).

Plan sponsor

Name

KIRKPATRICK PRICE, INC.

EIN

all filings

Address

4235 HILSBORO PIKE · SUITE 300 · NASHVILLE, TN · 37215

Phone

(800) 977-3154

Industry

CPA Offices· Professional & Technical Services

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

34 direct securities· $8.2M(94% of reported assets)

Other securities

$6.4M

25 holdings

Mutual Funds

$1.0M

7 holdings

Common Collective Trusts

$678K

2 holdings

					% of plan
T. Rowe Price Retirement 2035 Inv Mutual Fund	Other securities	—	—	$1.2M	13.6%
T. Rowe Price Retirement 2045 Inv Mutual Fund	Other securities	—	—	$1.1M	13.0%
T. Rowe Price Retirement 2060 Inv Mutual Fund	Other securities	—	—	$690K	8.0%
T. Rowe Price Retirement 2040 Inv Mutual Fund	Other securities	—	—	$498K	5.7%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$443K	5.1%
T. Rowe Price Retirement 2050 Inv Mutual Fund	Other securities	—	—	$396K	4.6%
T. Rowe Price Retirement 2055 Inv Mutual Fund	Other securities	—	—	$393K	4.5%
T. Rowe Price Growth Stock Inv Mutual Fund	Other securities	—	—	$387K	4.5%
T. Rowe Price New Horizons Inv Mutual Fund	Other securities	—	—	$365K	4.2%
T. Rowe Price Capital Appreciation Inv Mutual Fund	Other securities	—	—	$332K	3.8%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$235K	2.7%
Fidelity Nasdaq Composite Index Mutual Fund	Mutual Funds	—	—	$234K	2.7%
Fidelity Large Cap Growth Index Mutual Fund	Mutual Funds	—	—	$226K	2.6%
Vanguard Mid Cap Index Mutual Fund	Mutual Funds	—	—	$214K	2.5%
T. Rowe Price Global Stock Inv Mutual Fund	Other securities	—	—	$209K	2.4%
T. Rowe Price Retirement 2065 Inv Mutual Fund	Other securities	—	—	$203K	2.3%
T. Rowe Price Retirement 2020 Inv Mutual Fund	Other securities	—	—	$161K	1.9%
Vanguard Total Bond Mkt Index Mutual Fund	Mutual Funds	—	—	$117K	1.3%
T. Rowe Price Small-Cap Stock Inv Mutual Fund	Other securities	—	—	$103K	1.2%
T. Rowe Price All-Cap Opportunities Mutual Fund	Other securities	—	—	$99K	1.1%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$89K	1.0%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$87K	1.0%
T. Rowe Price Retirement 2015 Inv Mutual Fund	Other securities	—	—	$75K	0.9%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$72K	0.8%
T. Rowe Price Extended Eq Mkt Index Inv Mutual Fund	Other securities	—	—	$63K	0.7%
T. Rowe Price Retirement 2025 Inv Mutual Fund	Other securities	—	—	$54K	0.6%
T. Rowe Price Latin America Inv Mutual Fund	Other securities	—	—	$27K	0.3%
T. Rowe Price Ret Balanced Inv Mutual Fund	Other securities	—	—	$24K	0.3%
T. Rowe Price Intl Discovery Inv Mutual Fund	Other securities	—	—	$23K	0.3%
T. Rowe Price High Yield Inv Mutual Fund	Other securities	—	—	$8K	<0.1%
T. Rowe Price Emerging Markets Stock Inv Mutual Fund	Other securities	—	—	$7K	<0.1%
T. Rowe Price Government Money Inv Mutual Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price New Era Inv Mutual Fund	Other securities	—	—	$5K	<0.1%
T. Rowe Price New Income Inv Mutual Fund	Other securities	—	—	$4K	<0.1%