How big is Kerrest & Company LLC's plan?

Kerrest & Company LLC's plan reported $63K in assets and 3 participants for 2025.

Original filing (PDF)20260504220348NAL0000322113018

Kerrest & Company LLC

Name: Kerrest & Company LLC — Kerrest & Company 401(k), Form 5500 (2025)
Creator: Kerrest & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerrest & Company 401(k) Plan

401(k) retirement plan · Kerrest & Company LLC's Kerrest & Company 401(k) Plan held $63K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Elantha Barry signed Kerrest & Company LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kerrest & Company LLC's EIN is 99-3574518.

EIN 99-3574518

Plan number 001

Plan year 2025

ACK ID 20260504220348NAL0000322113018

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kerrest & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kerrest & Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

KERREST & COMPANY LLC

EIN

all filings

Address

101 2ND STREET · SUITE 900 · SAN FRANCISCO, CA · 94103

Phone

(415) 562-5343

Industry

Professional & Technical Services

Plan administrator