How big is Kaplan Financial Group, LLC's plan?

Kaplan Financial Group, LLC's plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250918123823NAL0001761568001

Kaplan Financial Group, LLC

Name: Kaplan Financial Group, LLC — Kaplan Financial Group, Form 5500 (2024)
Creator: Kaplan Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Kaplan Financial Group, LLC's Kaplan Financial Group 401(k) Profit Sharing Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Sarah Kaplan signed Kaplan Financial Group, LLC's 2024 Form 5500 as plan administrator.

Sarah Kaplan — 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 Financial Group, LLC's EIN is 26-1569922.

EIN 26-1569922

Plan number 001

Plan year 2024

ACK ID 20250918123823NAL0001761568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL GROUP, 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