How big is Kleinpeter Boutwell LLC's plan?

Kleinpeter Boutwell LLC's plan reported $1.4M in assets and 10 participants for 2025.

Original filing (PDF)20260327104559NAL0008511619001

Kleinpeter Boutwell LLC

Name: Kleinpeter Boutwell LLC — Kleinpeter, Schwrtzberg &, Form 5500 (2025)
Creator: Kleinpeter Boutwell LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kleinpeter, Schwrtzberg & Boutwell, LLC Retirement Plan

401(k) retirement plan · Kleinpeter Boutwell LLC's Kleinpeter, Schwrtzberg & Boutwell, LLC Retirement Plan held $1.4M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Kleinpeter Boutwell LLC's EIN is 72-1154361.

EIN 72-1154361

Plan number 001

Plan year 2025

ACK ID 20260327104559NAL0008511619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kleinpeter Boutwell LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kleinpeter Boutwell LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEINPETER BOUTWELL LLC.

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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

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 (85th percentile).

Plan sponsor

Name

KLEINPETER BOUTWELL LLC

EIN

all filings

Address

6651 JEFFERSON HWY · BATON ROUGE, LA · 70806

Phone

(225) 926-4130

Industry

Law Offices· Professional & Technical Services

Plan administrator