Original filing (PDF)20250903151654NAL0009488035001

KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO

Name: KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO — KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO 401K PLAN, Form 5500 (2024)
Creator: KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO

Form 5500-SF

FILING_RECEIVED

KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO 401K PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

169

Accounts w/ balance

116

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO.

Plan sponsor

Name

KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO

EIN

26-0547877

Address

9300 S. DADELAND BLVD, STE 600 · MIAMI, FL · 33156

Phone

(305) 670-3370

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

331

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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