How big is J. Kaltz & Co.'s plan?

J. Kaltz & Co.'s plan reported $655K in assets and 16 participants for 2024.

Original filing (PDF)20250819160715NAL0004666370001

J. Kaltz & Co.

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

Form 5500-SF

FILING_RECEIVED

J. Kaltz & Co. 401(k) Plan

401(k) retirement plan · J. Kaltz & Co.'s J. Kaltz & Co. 401(k) Plan held $655K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

People on this filing

Jennifer L Uncapher signed J. Kaltz & Co.'s 2024 Form 5500 as plan administrator.

Jennifer L Uncapher — 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

J. Kaltz & Co.'s EIN is 38-2540028.

EIN 38-2540028

Plan number 001

Plan year 2024

ACK ID 20250819160715NAL0004666370001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

J. KALTZ & CO.

EIN

all filings

Address

730 EAST 9 MILE ROAD · FERNDALE, MI · 482201951

Phone

(999) 999-9999

Industry

Wholesale Trade

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

2025-08-19

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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