Original filing (PDF)20250425221204NAL0015838144100

LAW OFFICE OF LISA J. KLEINBERG, PA

Name: LAW OFFICE OF LISA J. KLEINBERG, PA — LAW OFFICE OF LISA J. KLEINBERG, PA 401(K) PLAN, Form 5500 (2024)
Creator: LAW OFFICE OF LISA J. KLEINBERG, PA

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF LISA J. KLEINBERG, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF LISA J. KLEINBERG, PA.

Plan sponsor

Name

LAW OFFICE OF LISA J. KLEINBERG, PA

EIN

27-4945803all filings

Address

1990 MAIN STREET · STE 725 · SARASOTA, FL · 34236

Phone

(941) 366-9720

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator