Back to filter
Original filing (PDF)20260310212345NAL0004668112001
KONDLER FINANCIAL GROUP
Form 5500-SF
FILING_RECEIVED
KONDLER RETIREMENT PLAN
Defined-benefit pension plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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 KONDLER FINANCIAL GROUP.
Plan sponsor
Name
KONDLER FINANCIAL GROUP
EIN
20-8544464
Address
8475 W. SUNSET RD · SUITE 201 · LAS VEGAS, NV · 89113
Phone
(702) 433-7075
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-12-31
Tax period
2025-12-30
Filed
2026-03-10
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1E · Section 401(h) arrangement
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 CPA Offices plans
CINDY F. CHENG, CPA
CINDY F. CHENG, CPA RETIREMENT PLAN
$3.8M · 10 participants
RYNKAR, VAIL & BARRETT, LLP
RYNKAR, VAIL & BARRETT, LLP 401(K) PLAN
$3.8M · 16 participants
SHALIK MORRIS AND COMPANY LLP
SHALIK MORRIS AND COMPANY LLP 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 36 participants
BOOS & ASSOCIATES, A PROFESSIONAL CORPORATION
BOOS & ASSOCIATES 401(K) RETIREMENT PLAN
$3.8M · 47 participants
USTB, INC.
USTB, INC. CASH BALANCE PENSION PLAN
$3.8M · 11 participants
COMERFORD & CO., PC
COMERFORD & CO., PC 401(K) PLAN
$3.8M · 15 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B