How big is Siepert & Co., LLP's plan?

Siepert & Co., LLP's plan reported $2.7M in assets and 21 participants for 2024.

Original filing (PDF)20250916081826NAL0003923202001

Siepert & Co., LLP

Name: Siepert & Co., LLP — Siepert & Co., LLP 401(k) Plan, Form 5500 (2024)
Creator: Siepert & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Siepert & Co., LLP 401(k) Plan

401(k) retirement plan · Siepert & Co., LLP's Siepert & Co., LLP 401(k) Plan held $2.7M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Mark Kerman signed Siepert & Co., LLP's 2024 Form 5500 as plan administrator.

Mark Kerman — 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

Siepert & Co., LLP's EIN is 36-1224176.

EIN 36-1224176

Plan number 001

Plan year 2024

ACK ID 20250916081826NAL0003923202001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Siepert & Co., LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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