How big is Brian J. Kjergaard's plan?

Brian J. Kjergaard's plan reported $18K in assets and 4 participants for 2024.

Original filing (PDF)20251014183600NAL0003580881001

Brian J. Kjergaard

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

Form 5500-SF

FILING_RECEIVED

Brian J. Kjergaard 401(k) Plan

401(k) retirement plan · Brian J. Kjergaard's Brian J. Kjergaard 401(k) Plan held $18K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

Brian J. Kjergaard's EIN is 86-1097562.

EIN 86-1097562

Plan number 001

Plan year 2024

ACK ID 20251014183600NAL0003580881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brian J. Kjergaard's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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