Robin T. Kleffman AGE-Weighted Profit Sharing Plan
Defined-contribution retirement plan · Robin T. Kleffman's Robin T. Kleffman AGE-Weighted Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2025.
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan identifiers
Robin T. Kleffman's EIN is 41-1285071.
EIN 41-1285071
Plan number 002
Plan year 2025
ACK ID 20260303144423NAL0005963522001
Official Form 5500 document
Download the official 2025 Form 5500 (PDF) for Robin T. Kleffman from the U.S. Department of Labor's EFAST2 system.
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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
89
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).
