How big is Kunkleman & Lucente, PLLC's plan?

Kunkleman & Lucente, PLLC's plan reported $903K in assets and 3 participants for 2025.

Original filing (PDF)20260417220107NAL0030745568013

Kunkleman & Lucente, PLLC

Name: Kunkleman & Lucente, PLLC — Kunkleman & Lucente, Form 5500 (2025)
Creator: Kunkleman & Lucente, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kunkleman & Lucente 401(k) Plan

401(k) retirement plan · Kunkleman & Lucente, PLLC's Kunkleman & Lucente 401(k) Plan held $903K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

People on this filing

Elantha Barry signed Kunkleman & Lucente, PLLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Kunkleman & Lucente, PLLC's EIN is 47-2574770.

EIN 47-2574770

Plan number 001

Plan year 2025

ACK ID 20260417220107NAL0030745568013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kunkleman & Lucente, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kunkleman & Lucente, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KUNKLEMAN & LUCENTE, PLLC

EIN

all filings

Address

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

Phone

(709) 954-8683

Industry

Law Offices· Professional & Technical Services

Plan administrator