How big is Kirk Associates Ltd.'s plan?

Kirk Associates Ltd.'s plan reported $94K in assets and 2 participants for 2024.

Original filing (PDF)20250721163604NAL0000726307001

Kirk Associates Ltd.

Name: Kirk Associates Ltd. — Kirk Associates Ltd. 401(k), Form 5500 (2024)
Creator: Kirk Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kirk Associates Ltd. 401(k) Plan

401(k) retirement plan · Kirk Associates Ltd.'s Kirk Associates Ltd. 401(k) Plan held $94K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

Plan identifiers

Kirk Associates Ltd.'s EIN is 94-3490368.

EIN 94-3490368

Plan number 001

Plan year 2024

ACK ID 20250721163604NAL0000726307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kirk Associates Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KIRK ASSOCIATES LTD

EIN

all filings

Address

18 1ST ST · RIVERHEAD, NY · 11901

Phone

(631) 727-7767

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator