Original filing (PDF)20250327110624NAL0026385952001

KITZKE & CANFIELD, LLC

Name: KITZKE & CANFIELD, LLC — KITZKE & CANFIELD 401(K) PLAN, Form 5500 (2024)
Creator: KITZKE & CANFIELD, LLC

Form 5500-SF

FILING_RECEIVED

KITZKE & CANFIELD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KITZKE & CANFIELD, LLC.

Plan sponsor

Name

KITZKE & CANFIELD, LLC

EIN

81-3665592all filings

Address

1971 WASHINGTON ST. SUITE 201 · GRAFTON, WI · 53024

Phone

(262) 387-0706

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HODGES LAW FIRM PLLC

HODGES LAW FIRM PLLC 401(K) PROFIT SHARING PLAN & TRUST

$168K · 8 participants

RICHARD L. GIAMPA, ESQ. P.C.

RICHARD L. GIAMPA, ESQ. P.C. CASH BALANCE PLAN

$168K · 2 participants

JASON SCHELLACK PLLC

JASON SCHELLACK PLLC 401(K) PROFIT SHARING PLAN & TRUST

$168K · 6 participants

A. NICHOLAS NAISER, P.S.C.

NAISER LAW OFFICE 401(K) PROFIT SHARING PLAN

$168K · 2 participants

LAW OFFICES OF HECTOR J LOPEZ PLLC

LAW OFFICES OF HECTOR J LOPEZ PLLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.