Original filing (PDF)20250412220629NAL0025729521017

KUNKLEMAN & LUCENTE, PLLC

Name: KUNKLEMAN & LUCENTE, PLLC — KUNKLEMAN & LUCENTE 401(K) PLAN, Form 5500 (2024)
Creator: KUNKLEMAN & LUCENTE, PLLC

Form 5500-SF

FILING_RECEIVED

KUNKLEMAN & LUCENTE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUNKLEMAN & LUCENTE, PLLC.

Plan sponsor

Name

KUNKLEMAN & LUCENTE, PLLC

EIN

47-2574770all filings

Address

4500 CAMERON VALLEY PKWY. · STE 370 · CHARLOTTE, NC · 28211

Phone

(709) 954-8683

Industry