Original filing (PDF)20260715131108NAL0003053809001

Kagan Lubic Lepper Finkelstein & Gold, LLP

Name: Kagan Lubic Lepper Finkelstein & Gold, LLP — Form 5500 Plan 001 (2025)
Creator: Kagan Lubic Lepper Finkelstein & Gold, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kagan Lubic Lepper Finkelstein & Gold, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Kagan Lubic Lepper Finkelstein & Gold, LLP's Kagan Lubic Lepper Finkelstein & Gold, LLP 401(k) Profit Sharing Plan held $4.0M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

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 KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP.

Plan sponsor

Name

KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP

EIN

13-2708697all filings

Address

200 MADISON AVE FL 24 · NEW YORK, NY · 100164001

Phone

(212) 252-0300

Industry

Law Offices· Professional & Technical Services

Plan administrator