How big is Kaftan Management Inc.'s plan?

Kaftan Management Inc.'s plan reported $2.4M in assets and 59 participants for 2025.

Original filing (PDF)20260427132345NAL0004871219001

Kaftan Management Inc.

Name: Kaftan Management Inc. — Kaftan Management Inc., Form 5500 (2025)
Creator: Kaftan Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaftan Management Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Kaftan Management Inc.'s Kaftan Management Inc. 401(k) Profit Sharing Plan and Trust held $2.4M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Kaftan Management Inc.'s EIN is 42-1743111.

EIN 42-1743111

Plan number 001

Plan year 2025

ACK ID 20260427132345NAL0004871219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kaftan Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kaftan Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAFTAN MANAGEMENT INC..

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Plan health score

Above-average plan

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

Knocking points off