· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KRAMER-WILSON COMPANY — KRAMER-WILSON COMPANY INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250806151301NAL0002932961001
KRAMER-WILSON COMPANY
Form 5500-SF
FILING_RECEIVED
KRAMER-WILSON COMPANY INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 32.7 mo
Active participants
19
Accounts w/ balance
19
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
KRAMER-WILSON COMPANY
.
Find decision makers
Plan sponsor
Name
KRAMER-WILSON COMPANY
EIN
95-3775651
Address
340 N. WESTLAKE BLVD., SUITE 210 · WESTLAKE VILLAGE, CA · 91362
Phone
(818) 316-1880
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
BENEGRATION, INC.
BENEGRATION 401(K) PROFIT SHARING PLAN
$4.9M · 23 participants
T. J. WOLF INSURANCE AGENCY, INC.
T. J. WOLF INSURANCE AGENCY, INC., 401(K) PROFIT SHARING PLAN
$4.9M · 12 participants
NETWORK TRUCK INSURANCE SERVICES, INC.
NETWORK TRUCK INSURANCE SERVICES, INC. 401(K) PLAN
$4.9M · 29 participants
CAPITAL STRATEGIES GROUP, INC.
CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN
$4.9M · 15 participants
ALEXANDER W. BORAWSKI, INC.
100
Knocking points off
Filed 32.7 months past the 10.5-month grace window.
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.
ALEXANDER BORAWSKI INC. 401(K) PROFIT SHARING PLAN
$4.9M · 8 participants
THE PFENNINGER AGENCY, INC.
THE PFENNINGER AGENCY, INC. 401(K) PLAN
$4.9M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
