Original filing (PDF)20250930132811NAL0016553395001

KAPLAN AND FRESE , LLP

Name: KAPLAN AND FRESE , LLP — KAPLAN AND FRESE , LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: KAPLAN AND FRESE , LLP

Form 5500-SF

FILING_RECEIVED

KAPLAN AND FRESE , LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

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).

Decision-maker contacts

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

Plan sponsor

Name

KAPLAN AND FRESE , LLP

EIN

42-0671386all filings

Address

111 EAST CHURCH STREET · MARSHALLTOWN, IA · 50133

Phone

(641) 753-5549

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