How big is Kaplan Breyer Schwarz, LLP's plan?

Kaplan Breyer Schwarz, LLP's plan reported $3.2M in assets and 17 participants for 2024.

Original filing (PDF)20251006131629NAL0003680321001

Kaplan Breyer Schwarz, LLP

Name: Kaplan Breyer Schwarz, LLP — KBS 401(k) Plan, Form 5500 (2024)
Creator: Kaplan Breyer Schwarz, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBS 401(k) Plan

401(k) retirement plan · Kaplan Breyer Schwarz, LLP's KBS 401(k) Plan held $3.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Wayne S Breyer signed Kaplan Breyer Schwarz, LLP's 2024 Form 5500 as plan administrator.

Wayne S Breyer — 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

Kaplan Breyer Schwarz, LLP's EIN is 45-5201460.

EIN 45-5201460

Plan number 001

Plan year 2024

ACK ID 20251006131629NAL0003680321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Breyer Schwarz, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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