Black & Kletz, M.D. P.C. 401(k) Profit Sharing Plan
401(k) retirement plan · Black & Kletz, M.D., P.C.'s Black & Kletz, M.D. P.C. 401(k) Profit Sharing Plan held $3.5M in plan assets for 11 participants in 2025.
Signals · 1
Late filing · 22.7 mo
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score
Above-average plan
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
75
Total plan cost
n/a
Plan health
83
Vendor & structure
100
Knocking points off
Filed 22.7 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLACK & KLETZ, M.D., P.C..
