KAPLANSKY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
94
Accounts w/ balance
113
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score
82
/ 100
Grade B
Above-average plan
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
36
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAPLANSKY INSURANCE AGENCY.
Plan sponsor
Name
KAPLANSKY INSURANCE AGENCY
EIN
04-2994891
Address
10 KEARNEY RD · NEEDHAM, MA · 024942511
Phone
(800) 640-2020
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
