How big is Kleshinski, Morrison & Morris, LLP's plan?

Kleshinski, Morrison & Morris, LLP's plan reported $6.2M in assets and 37 participants for 2024.

Original filing (PDF)20250909203455NAL0020588257001

Kleshinski, Morrison & Morris, LLP

Name: Kleshinski, Morrison & Morris, LLP — Kleshinski, Form 5500 (2024)
Creator: Kleshinski, Morrison & Morris, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kleshinski, Morrison & Morris, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Kleshinski, Morrison & Morris, LLP's Kleshinski, Morrison & Morris, LLP 401(k) Profit Sharing Plan held $6.2M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Kleshinski, Morrison & Morris, LLP's EIN is 34-1568021.

EIN 34-1568021

Plan number 001

Plan year 2024

ACK ID 20250909203455NAL0020588257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kleshinski, Morrison & Morris, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kleshinski, Morrison & Morris, LLP'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 KLESHINSKI, MORRISON & MORRIS, LLP.

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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