Original filing (PDF)20250409104609NAL0012144323001

KIRTLAND FINANCIAL MANAGEMENT, INC.

Name: KIRTLAND FINANCIAL MANAGEMENT, INC. — KIRTLAND FINANCIAL MANAGEMENT, INC. 401K RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: KIRTLAND FINANCIAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

KIRTLAND FINANCIAL MANAGEMENT, INC. 401K RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIRTLAND FINANCIAL MANAGEMENT, INC..

Plan sponsor

Name

KIRTLAND FINANCIAL MANAGEMENT, INC.

EIN

65-0915885

Address

100 ALMERIA AVE STE 302 · CORAL GABLES, FL · 331346024

Phone

(305) 648-0006

Industry

Finance & Insurancesee all

Plan administrator