Original filing (PDF)20250929191746NAL0011647345001

KANTER, BERNSTEIN & KARDON, P.C.

Name: KANTER, BERNSTEIN & KARDON, P.C. — KANTER, BERNSTEIN & KARDON, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KANTER, BERNSTEIN & KARDON, P.C.

Form 5500-SF

FILING_RECEIVED

KANTER, BERNSTEIN & KARDON, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

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).

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..

Plan sponsor

Name

KANTER, BERNSTEIN & KARDON, P.C.

EIN

23-2936649

Address

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

Phone

(215) 568-5885

Industry