Original filing (PDF)20250730083340NAL0001778723001

KATZ, BARRON, FRIEDBERG, ENGLISH & ALLEN, P.A.

Name: KATZ, BARRON, FRIEDBERG, ENGLISH & ALLEN, P.A. — KBSF 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KATZ, BARRON, FRIEDBERG, ENGLISH & ALLEN, P.A.

Form 5500-SF

FILING_RECEIVED

KBSF 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATZ, BARRON, FRIEDBERG, ENGLISH & ALLEN, P.A..

Plan sponsor

Name

KATZ, BARRON, FRIEDBERG, ENGLISH & ALLEN, P.A.

EIN

59-2507985

Address

901 PONCE DE LEON BLVD. · 10TH FLOOR · CORAL GABLES, FL · 33134

Phone

(305) 856-2444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator