How big is Kopstein & Associates, LLC's plan?

Kopstein & Associates, LLC's plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251010105031NAL0012357232001

Kopstein & Associates, LLC

Name: Kopstein & Associates, LLC — Kopstein & Associates, Form 5500 (2024)
Creator: Kopstein & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kopstein & Associates, LLC 401(k) Plan

401(k) retirement plan · Kopstein & Associates, LLC's Kopstein & Associates, LLC 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Crista Hakala signed Kopstein & Associates, LLC's 2024 Form 5500 as plan administrator.

Crista Hakala — 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

Kopstein & Associates, LLC's EIN is 27-2896174.

EIN 27-2896174

Plan number 002

Plan year 2024

ACK ID 20251010105031NAL0012357232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kopstein & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kopstein & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOPSTEIN & ASSOCIATES, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KOPSTEIN & ASSOCIATES, LLC

EIN

all filings

Address

4300 FORBES BLVD. · SUITE 210 · LANHAM, MD · 20706

Phone

(301) 552-3330

Industry

Law Offices· Professional & Technical Services

Plan administrator