How big is Robert J. Kratz & Co.'s plan?

Robert J. Kratz & Co.'s plan reported $1.9M in assets and 9 participants for 2025.

Original filing (PDF)20260428104129NAL0021363970001

Robert J. Kratz & Co.

Name: Robert J. Kratz & Co. — Robert J. Kratz & Co. 401(k), Form 5500 (2025)
Creator: Robert J. Kratz & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Kratz & Co. 401(k) Plan

401(k) retirement plan · Robert J. Kratz & Co.'s Robert J. Kratz & Co. 401(k) Plan held $1.9M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Cynthia MAUN signed Robert J. Kratz & Co.'s 2025 Form 5500 as plan administrator.

Cynthia MAUN — 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

Robert J. Kratz & Co.'s EIN is 23-2875868.

EIN 23-2875868

Plan number 001

Plan year 2025

ACK ID 20260428104129NAL0021363970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert J. Kratz & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert J. Kratz & Co.'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 ROBERT J. KRATZ & CO..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ROBERT J. KRATZ & CO.

EIN

all filings

Address

145 WEST LANCASTER AVE. · PAOLI, PA · 19301

Phone

(610) 296-2500

Industry

CPA Offices· Professional & Technical Services

Plan administrator