How big is Koppenberg Management LLC's plan?

Koppenberg Management LLC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250929144801NAL0027052802001

Koppenberg Management LLC

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

Form 5500-SF

FILING_RECEIVED

Koppenberg Management 401(k) Plan

401(k) retirement plan · Koppenberg Management LLC's Koppenberg Management 401(k) Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jennifer Schimmel signed Koppenberg Management LLC's 2024 Form 5500 as plan administrator.

Jennifer Schimmel — 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

Koppenberg Management LLC's EIN is 83-2472246.

EIN 83-2472246

Plan number 001

Plan year 2024

ACK ID 20250929144801NAL0027052802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Koppenberg Management 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 KOPPENBERG MANAGEMENT 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 (91st percentile).

Plan sponsor

Name

KOPPENBERG MANAGEMENT LLC

EIN

all filings

Address

P.O. BOX 2220 · 217 EAST 70TH STREET UNIT 2220 · NEW YORK, NY · 10021

Phone

(646) 710-1784

Industry

Finance & Insurance

Plan administrator