How big is Kaplan & Trombi's plan?

Kaplan & Trombi's plan reported $838K in assets and 4 participants for 2024.

Original filing (PDF)20251014140644NAL0004176320001

Kaplan & Trombi

Name: Kaplan & Trombi — Kaplan & Trombi 401(k) Profit, Form 5500 (2024)
Creator: Kaplan & Trombi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan & Trombi 401(k) Profit Sharing Plan

401(k) retirement plan · Kaplan & Trombi's Kaplan & Trombi 401(k) Profit Sharing Plan held $838K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

Plan identifiers

Kaplan & Trombi's EIN is 47-1042290.

EIN 47-1042290

Plan number 002

Plan year 2024

ACK ID 20251014140644NAL0004176320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan & Trombi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan & Trombi'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 KAPLAN & TROMBI.

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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