How big is Kane Financial Services, LLC's plan?

Kane Financial Services, LLC's plan covered 158 participants for 2024.

Original filing (PDF)20251013103720NAL0000496339001

Kane Financial Services, LLC

Name: Kane Financial Services, LLC — Company 401(k) Plan, Form 5500 (2024)
Creator: Kane Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Company 401(k) Plan

401(k) retirement plan · Kane Financial Services, LLC's Company 401(k) Plan covered 158 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

158

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Cindy Delmonte signed Kane Financial Services, LLC's 2024 Form 5500 as plan administrator.

Cindy Delmonte — 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

Kane Financial Services, LLC's EIN is 80-0183269.

EIN 80-0183269

Plan number 001

Plan year 2024

ACK ID 20251013103720NAL0000496339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kane Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kane Financial Services, LLC'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 KANE FINANCIAL SERVICES, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KANE FINANCIAL SERVICES, LLC

EIN

all filings

Address

1665 PALM BEACH LAKES BLVD · SUITE 400 · WEST PALM BEACH, FL · 33401

Phone

(561) 801-7582

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $7K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.