Original filing (PDF)20250331073651NAL0008447952001

KATHRYN LENTER

Name: KATHRYN LENTER — KATHRYN LENTER RETIREMENT PLAN, Form 5500 (2024)
Creator: KATHRYN LENTER

Form 5500-SF

FILING_RECEIVED

KATHRYN LENTER RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATHRYN LENTER.

Plan sponsor

Name

KATHRYN LENTER

EIN

62-1780471

Address

4260 CAREY LANE · BLOOMFIELD HILLS, MI · 48301

Phone

(248) 763-0976

Industry

CPA 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

2025-03-31

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

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

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