Original filing (PDF)20250602133833NAL0009561697001

SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C.

Name: SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C. — SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C.

Form 5500-SF

FILING_RECEIVED

SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C..

Plan sponsor

Name

SHANHOLT GLASSMAN KLEIN KRAMER & CO., CPA, P.C.

EIN

13-3640380

Address

488 MADISON AVENUE · 18TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 644-9000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator