How big is Kobert & Co., Inc.'s plan?

Kobert & Co., Inc.'s plan reported $6.8M in assets and 72 participants for 2024.

Original filing (PDF)20250603162320NAL0010825473001

Kobert & Co., Inc.

Name: Kobert & Co., Inc. — LH Dottie Co. 401(k) Plan, Form 5500 (2024)
Creator: Kobert & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LH Dottie Co. 401(k) Plan

401(k) retirement plan · Kobert & Co., Inc.'s LH Dottie Co. 401(k) Plan held $6.8M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Kobert & Co., Inc.'s EIN is 95-2095840.

EIN 95-2095840

Plan number 001

Plan year 2024

ACK ID 20250603162320NAL0010825473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kobert & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kobert & Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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