How big is Kaplan and Frese , LLP's plan?

Kaplan and Frese , LLP's plan reported $518K in assets and 7 participants for 2024.

Original filing (PDF)20250930132811NAL0016553395001

Kaplan and Frese , LLP

Name: Kaplan and Frese , LLP — Kaplan and Frese , LLC, Form 5500 (2024)
Creator: Kaplan and Frese , LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan and Frese , LLC Retirement Plan

401(k) retirement plan · Kaplan and Frese , LLP's Kaplan and Frese , LLC Retirement Plan held $518K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

Plan identifiers

Kaplan and Frese , LLP's EIN is 42-0671386.

EIN 42-0671386

Plan number 001

Plan year 2024

ACK ID 20250930132811NAL0016553395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan and Frese , LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan and Frese , LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAPLAN AND FRESE , 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

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 (93rd percentile).

Plan sponsor

Name

KAPLAN AND FRESE , LLP

EIN

all filings

Address

111 EAST CHURCH STREET · MARSHALLTOWN, IA · 50133

Phone

(641) 753-5549

Industry

Law Offices· Professional & Technical Services

Plan administrator