How big is Klazmer Financial Group, LLC's plan?

Klazmer Financial Group, LLC's plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20250603112153NAL0007564163001

Klazmer Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Klazmer Financial Group Profit Sharing Plan

Defined-contribution retirement plan · Klazmer Financial Group, LLC's Klazmer Financial Group Profit Sharing Plan held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Gary Klazmer signed Klazmer Financial Group, LLC's 2024 Form 5500 as plan administrator.

Gary Klazmer — 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

Klazmer Financial Group, LLC's EIN is 23-2707830.

EIN 23-2707830

Plan number 001

Plan year 2024

ACK ID 20250603112153NAL0007564163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Klazmer Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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