How big is Kaplan & Grant's plan?

Kaplan & Grant's plan reported $7.1M in assets and 4 participants for 2024.

Original filing (PDF)20250623100721NAL0015141634001

Kaplan & Grant

Name: Kaplan & Grant — Kaplan & Grant Profit Sharing Plan, Form 5500 (2024)
Creator: Kaplan & Grant
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan & Grant Profit Sharing Plan

Defined-contribution retirement plan · Kaplan & Grant's Kaplan & Grant Profit Sharing Plan held $7.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Benjamin Grant signed Kaplan & Grant's 2024 Form 5500 as plan administrator.

Benjamin Grant — 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

Kaplan & Grant's EIN is 01-0494310.

EIN 01-0494310

Plan number 001

Plan year 2024

ACK ID 20250623100721NAL0015141634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan & Grant from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan & Grant's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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