Kalman & Company Inc. 401(k) Plan: Login, Facts & Contact Information
Kalman & Company Inc. 401(k) Login
68 former Kalman & Company Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Kalman & Company Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.42 million went into the plan in contributions, $809,512 of it from the employer (34%).
- $3.18 million was paid out to participants.
- Investment and other income added $3.24 million.
- Administrative expenses were $63,240, about $200 per account.
How the Kalman & Company Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 284 | $14.3 million | $479,560 | $1.23 million |
| 2020 | 303 | $17.2 million | $517,337 | $1.53 million |
| 2021 | 312 | $20.8 million | $556,223 | $620,395 |
| 2022 | 422 | $18.7 million | $684,352 | $777,076 |
| 2023 | 494 | $22.9 million | $766,728 | $1.68 million |
| 2024 | 500 | $25.4 million | $809,512 | $3.18 million |
Kalman & Company Inc. 401(k) Contact Information
Questions about the Kalman & Company Inc. 401(k)
Does Kalman & Company Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $809,512, 34% of all contributions.
Does the Kalman & Company Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Kalman & Company Inc 401(k) plan?
500 participants at the start of plan year 2024, 430 of them active employees, and 68 former employees who still had money in the plan.
What is the average 401(k) balance at Kalman & Company Inc?
About $80,254 per account: $25.4 million in plan assets across 316 accounts with a balance at the end of plan year 2024.
Who manages the Kalman & Company Inc 401(k) accounts?
J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Kalman & Company Inc. How do I access my 401(k)?
Your account stays with J.P. Morgan Retirement Link after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.