· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC — KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415070827NAL0001363811001
KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC
Form 5500-SF
FILING_RECEIVED
KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC
.
Find decision makers
Plan sponsor
Name
KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC
EIN
72-1154361
Address
6651 JEFFERSON HWY · BATON ROUGE, LA · 70806
Phone
(225) 926-4130
Industry
Law Offices
· Professional & Technical Services
see 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
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
COFFEY MODICA LLP
COFFEY MODICA LLP 401(K) RETIREMENT PLAN
$1.3M · 20 participants
GINSBURG & MISK LLP
GINSBURG & MISK LLP 401(K) PROFIT SHARING PLAN
$1.3M · 9 participants
ROBICHAUX LAW FIRM, LLC
ROBICHAUX LAW FIRM SAFE HARBOR 401K PLAN
$1.3M · 5 participants
RALSTON KINNEY, LLC
RALSTON KINNEY, LLC 401(K) PLAN
$1.3M · 5 participants
MONCKTON, HEMBREE, HUMPHRIES PA
MONCKTON, HEMBREE, HUMPHRIES PA 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 6 participants
MITCHELL SANDLER LLC
MITCHELL SANDLER LLC 401(K) PLAN
$1.3M · 36 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
