Assets by plan
Share of aggregate retirement assets
- SERVICES, INC. 401(K) (#002)$130.9M
Filings through .
Top hat
KSM Business Services, Inc.
EIN 35-2123203Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$227.7M assets
Health & Benefits
1
$1.9M premiums
Participants
2,572
600 EAST 96TH STREET SUITE 150 - INDIANAPOLIS, IN 46240317-580-2000
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $227.7M assets / 1,822 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 750 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.5M
- Short-term disability$357K
- Long-term disability$357K
- Life$52K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
KSM BUSINESS SERVICES, INC. 401(K) PLAN
401(k)
Assets$130.9M
Participants989
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$96.8M
Participants833
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
KATZ, SAPPER & MILLER LLP GROUP BENEFIT PLAN
Mixed - ANTHEM INSURANCE COMPANIES, INC.
Premiums$1.9M
Covered lives750
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KSM BUSINESS SERVICES, INC. 401(K) PLAN | 401(k) | $130.9M | 989 | 2025 |
| #001 | KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $96.8M | 833 | 2025 |
- #002 · 401(k) · 2025989
- #001 · ESOP · 2025833
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | KATZ, SAPPER & MILLER LLP GROUP BENEFIT PLAN | Mixed | ANTHEM INSURANCE COMPANIES, INC. | $1.9M | 750 | 2025 |
- #502 · Mixed · ANTHEM INSURANCE COMPANIES, INC. · 2025750
Retirement plans
Health & Benefits plans