How big is David Kramer, a SOLE Proprietor's plan?

David Kramer, a SOLE Proprietor's plan reported $360K in assets and 3 participants for 2024.

Original filing (PDF)20250731062859NAL0012361490001

David Kramer, a SOLE Proprietor

Name: David Kramer, a SOLE Proprietor — Retirement Wealth, Form 5500 (2024)
Creator: David Kramer, a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Wealth & Tax Advisors 401(k) Plan

401(k) retirement plan · David Kramer, a SOLE Proprietor's Retirement Wealth & Tax Advisors 401(k) Plan held $360K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

Plan identifiers

David Kramer, a SOLE Proprietor's EIN is 68-0220943.

EIN 68-0220943

Plan number 001

Plan year 2024

ACK ID 20250731062859NAL0012361490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Kramer, a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Kramer, a SOLE Proprietor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID KRAMER, A SOLE PROPRIETOR.

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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