Original filing (PDF)20250611163611NAL0014108371001

KLASFELD & COMPANY PL

Name: KLASFELD & COMPANY PL — KLASFELD & COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: KLASFELD & COMPANY PL

Form 5500-SF

FILING_RECEIVED

KLASFELD & COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

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 KLASFELD & COMPANY PL.

Plan sponsor

Name

KLASFELD & COMPANY PL

EIN

20-1219466all filings

Address

2600 N MILITARY TRAIL · SUITE 235 · BOCA RATON, FL · 33431

Phone

(954) 599-0026

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MEDICAL BILLING MANAGEMENT SERVI

MAGDALENA HERNANDEZ 401(K) PROFIT SHARING PLAN AND TRUST

$107K · 11 participants

ASCEND COLLATERAL EXAMS LLC

ASCEND COLLATERAL EXAMS LLC 401(K) PROFIT SHARING PLAN & TRUST

$108K · 13 participants

KNOWLES SOLUTIONS

KNOWLES SOLUTIONS 401(K) PLAN

$107K · 3 participants

FITHIAN LLC

FITHIAN LLC 401(K) PROFIT SHARING PLAN

$108K · 4 participants

BOOKZ2TAX PLLC

BOOKZ2TAX PLLC 401(K) PLAN

$107K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.