How big is Kanner Financial Services LLC's plan?

Kanner Financial Services LLC's plan reported $458K in assets and 2 participants for 2025.

Original filing (PDF)20260413103756NAL0010314419001

Kanner Financial Services LLC

Name: Kanner Financial Services LLC — Kanner Financial, Form 5500 (2025)
Creator: Kanner Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kanner Financial Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kanner Financial Services LLC's Kanner Financial Services LLC 401(k) Profit Sharing Plan & Trust held $458K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$458K

Net assets (EOY)

$458K

People on this filing

Geoffrey Kanner signed Kanner Financial Services LLC's 2025 Form 5500 as plan administrator.

Geoffrey Kanner — 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

Kanner Financial Services LLC's EIN is 26-0621225.

EIN 26-0621225

Plan number 001

Plan year 2025

ACK ID 20260413103756NAL0010314419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kanner Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kanner Financial Services LLC'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 KANNER FINANCIAL SERVICES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KANNER FINANCIAL SERVICES LLC

EIN

all filings

Address

116 WASHINGTON AVE STE 3 · NORTH HAVEN, CT · 064731721

Phone

(203) 239-6537

Industry

Finance & Insurance

Plan administrator