· 2022–2024 · DOL EFAST2

Klausner & Company, P.C. — Klausner & Company, P.C., Form 5500 (2025)

Original filing (PDF)20260529090055NAL0009496307001

Klausner & Company, P.C.

Form 5500-SF

FILING_RECEIVED

Klausner & Company, P.C. 401(k) RATE Group Profit Sharing Plan

401(k) retirement plan · Klausner & Company, P.C.'s Klausner & Company, P.C. 401(k) RATE Group Profit Sharing Plan held $4.2M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

7

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLAUSNER & COMPANY, P.C..

Plan sponsor

Name

KLAUSNER & COMPANY, P.C.

EIN

81-3062074all filings

Address

1530 WILSON BOULEVARD · SUITE 1070 · ARLINGTON, VA · 22209

Phone

(301) 657-4111

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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