Original filing (PDF)20251010131425NAL0004641235001

KLEINMAN & LESSMANN, LLC

Name: KLEINMAN & LESSMANN, LLC — KLEINMAN & LESSMANN, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KLEINMAN & LESSMANN, LLC

Form 5500-SF

FILING_RECEIVED

KLEINMAN & LESSMANN, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEINMAN & LESSMANN, LLC.

Plan sponsor

Name

KLEINMAN & LESSMANN, LLC

EIN

47-5613072all filings

Address

7777 GLADES RD. SUITE 214 · BOCO RATON, FL · 33434

Phone

(561) 245-4722

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SOTTILE BALTAXE

SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN

$968K · 7 participants

LEE & ZALAS, P.C.

LEE & ZALAS, P.C. 401(K) PLAN

$967K · 7 participants

TENNESSEE TRIAL LAWYERS ASSOCIATION

TENNESSEE TRIAL LAWYERS ASSOCIATION EMPLOYEE RETIREMENT

$968K · 4 participants

ROSENBERG & HITE LLC

ROSENBERG & HITE LLC 401(K) PROFIT SHARING PLAN & TRUST

$968K · 8 participants

JAMES C. THOMAS, P.C.

JAMES C. THOMAS, P.C. PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.