KAPLAN, BERARDI & TROMBI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$529K
Net assets (EOY)
$529K
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
93
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 (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAPLAN, BERARDI & TROMBI.
Plan sponsor
Name
KAPLAN, BERARDI & TROMBI
EIN
81-3083326
Address
4299 MACARTHUR BLVD. STE. 202 · NEWPORT BEACH, CA · 92660
Phone
(949) 475-4330
Industry
Law Offices· Professional & Technical Servicessee all
