How big is Kramer Financial, LLC's plan?

Kramer Financial, LLC's plan reported $3.6M in assets and 10 participants for 2025.

Original filing (PDF)20260519110116NAL0001532722001

Kramer Financial, LLC

Name: Kramer Financial, LLC — Kramer Financial, LLC 401(k), Form 5500 (2025)
Creator: Kramer Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kramer Financial, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Kramer Financial, LLC's Kramer Financial, LLC 401(k) Profit Sharing Plan and Trust held $3.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

LISA Dewing signed Kramer Financial, LLC's 2025 Form 5500 as plan administrator.

LISA Dewing — 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

Kramer Financial, LLC's EIN is 26-3858442.

EIN 26-3858442

Plan number 001

Plan year 2025

ACK ID 20260519110116NAL0001532722001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kramer Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRAMER FINANCIAL, 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