How big is Kestrel Institute's plan?

Kestrel Institute's plan reported $11.3M in assets and 15 participants for 2024.

Original filing (PDF)20250611125423NAL0015791569001

Kestrel Institute

Name: Kestrel Institute — Kestrel Institute Profit Sharing, Form 5500 (2024)
Creator: Kestrel Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kestrel Institute Profit Sharing Plan 401(k)

401(k) retirement plan · Kestrel Institute's Kestrel Institute Profit Sharing Plan 401(k) held $11.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Stephen Westfold signed Kestrel Institute's 2024 Form 5500 as plan administrator.

Stephen Westfold — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kestrel Institute's EIN is 94-2750021.

EIN 94-2750021

Plan number 001

Plan year 2024

ACK ID 20250611125423NAL0015791569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kestrel Institute's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KESTREL INSTITUTE.

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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