How big is Kathleen T Breckenridge Ltd.'s plan?

Kathleen T Breckenridge Ltd.'s plan reported $847K in assets and 3 participants for 2024.

Original filing (PDF)20250925133807NAL0003565395001

Kathleen T Breckenridge Ltd.

Name: Kathleen T Breckenridge Ltd. — Kathleen T Breckenrid, Form 5500 (2024)
Creator: Kathleen T Breckenridge Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen T Breckenridge Ltd. Defined Benefit Pension Plan

Defined-benefit pension plan · Kathleen T Breckenridge Ltd.'s Kathleen T Breckenridge Ltd. Defined Benefit Pension Plan held $847K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

Plan identifiers

Kathleen T Breckenridge Ltd.'s EIN is 88-0415827.

EIN 88-0415827

Plan number 002

Plan year 2024

ACK ID 20250925133807NAL0003565395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen T Breckenridge Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen T Breckenridge Ltd.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN T BRECKENRIDGE LTD.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score