How big is Kluger Healey, LLC's plan?

Kluger Healey, LLC's plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20250725090701NAL0016526338001

Kluger Healey, LLC

Name: Kluger Healey, LLC — Kluger Healey, LLC 401(k) Plan, Form 5500 (2024)
Creator: Kluger Healey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kluger Healey, LLC 401(k) Plan

401(k) retirement plan · Kluger Healey, LLC's Kluger Healey, LLC 401(k) Plan held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

William H. Healey signed Kluger Healey, LLC's 2024 Form 5500 as plan administrator.

William H. Healey — 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

Kluger Healey, LLC's EIN is 45-3309623.

EIN 45-3309623

Plan number 001

Plan year 2024

ACK ID 20250725090701NAL0016526338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kluger Healey, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kluger Healey, LLC'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 KLUGER HEALEY, LLC.

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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