· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAPLAN CORPORATION — KAPLAN CORPORATION 401K RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630133716NAL0027663170001
KAPLAN CORPORATION
Form 5500-SF
FILING_RECEIVED
KAPLAN CORPORATION 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
35
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAPLAN CORPORATION
.
Find decision makers
Plan sponsor
Name
KAPLAN CORPORATION
EIN
04-2585076
Address
116 HARVARD STREET · BROOKLINE, MA · 02446
Phone
(617) 232-3300
Industry
Construction
see 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
LIBERTY CONTRACTING CORP.
LIBERTY CONTRACTING CORP. 401(K) SAVINGS PLAN
$7.3M · 10 participants
R. A. UNGERMAN CONSTRUCTION, INC.
R. A. UNGERMAN CONSTRUCTION, INC. PROFIT SHARING PLAN
$7.3M · 71 participants
PM CONSTRUCTION CO., INC.
PMC/NFS 401(K) PROFIT SHARING PLAN
$7.3M · 77 participants
ANCOR, INC.
ANCOR, INC. RETIREMENT SAVINGS PLAN
$7.3M · 28 participants
C C ENGINEERING & CONSTRUCTION, INC.
C C ENGINEERING & CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$7.3M · 10 participants
SILVERLINE CONSTRUCTION, INC.
SILVERLINE CONSTRUCTION, INC. 401(K) PLAN
$7.3M · 277 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B