How big is Kaiser Institute, LLC's plan?

Kaiser Institute, LLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20251008113707NAL0002964563001

Kaiser Institute, LLC

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

Form 5500-SF

FILING_RECEIVED

Kaiser Institute, LLC 401(k) Plan

401(k) retirement plan · Kaiser Institute, LLC's Kaiser Institute, LLC 401(k) Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

John Carlson signed Kaiser Institute, LLC's 2024 Form 5500 as plan administrator.

John Carlson — 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 Institute, LLC's EIN is 84-1473108.

EIN 84-1473108

Plan number 001

Plan year 2024

ACK ID 20251008113707NAL0002964563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaiser Institute, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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