How big is Lauren KERR's plan?

Lauren KERR's plan reported $163K in assets and 3 participants for 2024.

Original filing (PDF)20250801140017NAL0003225667001

Lauren KERR

Name: Lauren KERR — Lauren KERR 401(k) Plan, Form 5500 (2024)
Creator: Lauren KERR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lauren KERR 401(k) Plan

401(k) retirement plan · Lauren KERR's Lauren KERR 401(k) Plan held $163K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan identifiers

Lauren KERR's EIN is 85-2559165.

EIN 85-2559165

Plan number 001

Plan year 2024

ACK ID 20250801140017NAL0003225667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lauren KERR'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 LAUREN KERR.

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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.

Plan sponsor

Name

LAUREN KERR

EIN

all filings

Address

1245 JORDAN CREEK PARKWAY · SUITE 200 · WEST DES MOINES, IA · 50266

Phone

(515) 697-4624

Industry

Finance & Insurance

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

2025-08-01

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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