How big is Klerer Financial Services Inc.'s plan?

Klerer Financial Services Inc.'s plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260415144819NAL0011821619001

Klerer Financial Services Inc.

Name: Klerer Financial Services Inc. — Klerer Financial, Form 5500 (2025)
Creator: Klerer Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klerer Financial Services Inc. 401(k) Plan

401(k) retirement plan · Klerer Financial Services Inc.'s Klerer Financial Services Inc. 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mark Scherer signed Klerer Financial Services Inc.'s 2025 Form 5500 as plan administrator.

Mark Scherer — 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

Klerer Financial Services Inc.'s EIN is 11-3592473.

EIN 11-3592473

Plan number 001

Plan year 2025

ACK ID 20260415144819NAL0011821619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Klerer Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Klerer Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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