How big is Kaplan Management, Inc.'s plan?

Kaplan Management, Inc.'s plan reported $1.9M in assets and 25 participants for 2024.

Original filing (PDF)20250904083836NAL0033387026001

Kaplan Management, Inc.

Name: Kaplan Management, Inc. — Kaplan Management 401(k), Form 5500 (2024)
Creator: Kaplan Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaplan Management 401(k) Plan

401(k) retirement plan · Kaplan Management, Inc.'s Kaplan Management 401(k) Plan held $1.9M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

LISA Yancey signed Kaplan Management, Inc.'s 2024 Form 5500 as plan administrator.

LISA Yancey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kaplan Management, Inc.'s EIN is 74-2063545.

EIN 74-2063545

Plan number 001

Plan year 2024

ACK ID 20250904083836NAL0033387026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaplan Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaplan Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off