Back to filter
Original filing (PDF)20250401115509NAL0003988691001
KAPLAN THOMPSON
Form 5500-SF
FILING_RECEIVED
KAPLAN THOMPSON ARCHITECTS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
22
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAPLAN THOMPSON.
Plan sponsor
Name
KAPLAN THOMPSON
EIN
20-4634216
Address
102 EXCHANGE ST STE 2 · PORTLAND, ME · 041015038
Phone
(207) 842-2888
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
2025-04-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
AMB ARCHITECTS, PLLC
AMB ARCHITECTS, PLLC 401(K) PROFIT SHARING PLAN
$1.3M · 12 participants
DESIGN 3 INTERNATIONAL, LLC
DESIGN 3 INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN AND T
$1.3M · 3 participants
NICHOLAS L. FAUSTINI, ARCHITECT, P.C.
NICHOLAS L. FAUSTINI, ARCHITECT, P.C. 401(K) PLAN
$1.3M · 5 participants
WHN ARCHITECTS P.A
WHN ARCHITECTS P.A 401(K) PROFIT SHARING PLAN
$1.3M · 8 participants
CADNETICS, USA
CADNETICS, USA 401(K) PROFIT SHARING PLAN
$1.3M · 25 participants
ARETE DESIGN GROUP
ARETE DESIGN GROUP 401K
$1.3M · 15 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants