Original filing (PDF)20250623100721NAL0015141634001

KAPLAN & GRANT

Name: KAPLAN & GRANT — KAPLAN & GRANT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KAPLAN & GRANT

Form 5500-SF

FILING_RECEIVED

KAPLAN & GRANT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAPLAN & GRANT.

Plan sponsor

Name

KAPLAN & GRANT

EIN

01-0494310

Address

136 COMMERCIAL ST STE 302 · PORTLAND, ME · 04101

Phone

(207) 780-6700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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