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KERNUTT STOKES LLP — KERNUTT STOKES LLP PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240129221752NAL0012648307001
KERNUTT STOKES LLP
Form 5500-SF
FILING_RECEIVED
KERNUTT STOKES LLP PROFIT SHARING PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
107
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KERNUTT STOKES LLP
.
Find decision makers
Plan sponsor
Name
KERNUTT STOKES LLP
EIN
93-0396435
Address
1600 EXECUTIVE PKWY · SUITE 110 · EUGENE, OR · 974017116
Phone
(541) 687-1170
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
93-0757717
City
EUGENE, OR
Phone
(541) 687-1170
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-06-01
Tax period
2023-05-31
Filed
2024-01-29
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
