How big is Kaplan Zeena LLP's plan?

Kaplan Zeena LLP's plan reported $1.6M in assets and 15 participants for 2024.

Original filing (PDF)20250602114457NAL0006532627001

Kaplan Zeena LLP

Name: Kaplan Zeena LLP — Kaplan Zeena LLP 401(k) Plan, Form 5500 (2024)
Creator: Kaplan Zeena LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Zeena LLP 401(k) Plan

401(k) retirement plan · Kaplan Zeena LLP's Kaplan Zeena LLP 401(k) Plan held $1.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jessica Wilson signed Kaplan Zeena LLP's 2024 Form 5500 as plan administrator.

Jessica Wilson — 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

Kaplan Zeena LLP's EIN is 26-0883067.

EIN 26-0883067

Plan number 001

Plan year 2024

ACK ID 20250602114457NAL0006532627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan Zeena LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Zeena LLP'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 KAPLAN ZEENA LLP.

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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