· 2022–2024 · DOL EFAST2

Kliger-Weiss Infosystems, Inc. — Kliger-Weiss, Form 5500 (2023)

Original filing (PDF)20240718052623NAL0003168067001

Kliger-Weiss Infosystems, Inc.

Form 5500-SF

FILING_RECEIVED

Kliger-Weiss Infosystems, Inc. 401(k) Plan

401(k) retirement plan · Kliger-Weiss Infosystems, Inc.'s Kliger-Weiss Infosystems, Inc. 401(k) Plan held $8.2M in plan assets for 85 participants in 2023.

Active participants

85

Accounts w/ balance

88

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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

54

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLIGER-WEISS INFOSYSTEMS, INC..

Plan sponsor

Name

KLIGER-WEISS INFOSYSTEMS, INC.

EIN

11-2882580all filings

Address

201 OLD COUNTRY ROAD · SUITE 301 · MELVILLE, NY · 11747

Phone

(516) 621-2400

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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