· 2022–2024 · DOL EFAST2

POLK Kabat, LLP — POLK Kabat 401(k) and Profit, Form 5500 (2025)

Original filing (PDF)20260505161331NAL0001096833001

POLK Kabat, LLP

Form 5500-SF

FILING_RECEIVED

POLK Kabat 401(k) and Profit Sharing

401(k) retirement plan · POLK Kabat, LLP's POLK Kabat 401(k) and Profit Sharing held $5.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLK KABAT, LLP.

Plan sponsor

Name

POLK KABAT, LLP

EIN

20-3245084all filings

Address

1300 W. 78TH ST. · SUITE 305 · CLEVELAND, OH · 44102

Phone

(216) 241-0700

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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