How big is Kroeger Financial Partners' plan?

Kroeger Financial Partners' plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260424220525NAL0003443123100

Kroeger Financial Partners

Name: Kroeger Financial Partners — Kroeger Financial, Form 5500 (2025)
Creator: Kroeger Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kroeger Financial 401(k) Plan

401(k) retirement plan · Kroeger Financial Partners' Kroeger Financial 401(k) Plan held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Kroeger Financial Partners' EIN is 84-4166313.

EIN 84-4166313

Plan number 001

Plan year 2025

ACK ID 20260424220525NAL0003443123100

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kroeger Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kroeger Financial Partners' 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 KROEGER FINANCIAL PARTNERS.

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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

KROEGER FINANCIAL PARTNERS

EIN

all filings

Address

12430 NEVADA CITY HWY · GRASS VALLEY, CA · 95945

Phone

(530) 263-9976

Industry

Professional & Technical Services

Plan administrator