How big is Kanter, Bernstein & Kardon, P.C.'s plan?

Kanter, Bernstein & Kardon, P.C.'s plan reported $970K in assets and 3 participants for 2024.

Original filing (PDF)20250929191746NAL0011647345001

Kanter, Bernstein & Kardon, P.C.

Name: Kanter, Bernstein & Kardon, P.C. — Kanter, Bernstein, Form 5500 (2024)
Creator: Kanter, Bernstein & Kardon, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kanter, Bernstein & Kardon, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Kanter, Bernstein & Kardon, P.C.'s Kanter, Bernstein & Kardon, P.C. 401(k) Profit Sharing Plan held $970K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

Plan identifiers

Kanter, Bernstein & Kardon, P.C.'s EIN is 23-2936649.

EIN 23-2936649

Plan number 001

Plan year 2024

ACK ID 20250929191746NAL0011647345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kanter, Bernstein & Kardon, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kanter, Bernstein & Kardon, P.C.'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 KANTER, BERNSTEIN & KARDON, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KANTER, BERNSTEIN & KARDON, P.C.

EIN

all filings

Address

1617 JFK BOULEVARD - SUITE 1080 · PHILADELPHIA, PA · 19103

Phone

(215) 568-5885

Industry

Law Offices· Professional & Technical Services

Plan administrator