Original filing (PDF)20251010105031NAL0012357232001

KOPSTEIN & ASSOCIATES, LLC

Name: KOPSTEIN & ASSOCIATES, LLC — KOPSTEIN & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KOPSTEIN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

KOPSTEIN & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOPSTEIN & ASSOCIATES, LLC.

Plan sponsor

Name

KOPSTEIN & ASSOCIATES, LLC

EIN

27-2896174

Address

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

Phone

(301) 552-3330

Industry