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Original filing (PDF)20251009090010NAL0003438627002
KEPES & WINE, P.C.
Form 5500-SF
FILING_RECEIVED
KEPES & WINE, P.C. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEPES & WINE, P.C..
Plan sponsor
Name
KEPES & WINE, P.C.
EIN
38-2334204
Address
26777 CENTRAL PARK BLVD. 200 · SOUTHFIELD, MI · 48076
Phone
(248) 358-5180
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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