How big is Kramer Financial Group LLC's plan?

Kramer Financial Group LLC's plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250729124240NAL0001608179001

Kramer Financial Group LLC

Name: Kramer Financial Group LLC — Kramer Financial Group, Form 5500 (2024)
Creator: Kramer Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kramer Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Kramer Financial Group LLC's Kramer Financial Group, LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Daniel Kramer signed Kramer Financial Group LLC's 2024 Form 5500 as plan administrator.

Daniel Kramer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kramer Financial Group LLC's EIN is 22-3828554.

EIN 22-3828554

Plan number 001

Plan year 2024

ACK ID 20250729124240NAL0001608179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kramer Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kramer Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRAMER FINANCIAL GROUP LLC.

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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