How big is Kleiner Feldman Plotkin PLLC's plan?

Kleiner Feldman Plotkin PLLC's plan reported $356K in assets and 3 participants for 2024.

Original filing (PDF)20250917080651NAL0000205857001

Kleiner Feldman Plotkin PLLC

Name: Kleiner Feldman Plotkin PLLC — Form 5500 (2024)
Creator: Kleiner Feldman Plotkin PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Kleiner Feldman Plotkin PLLC held $356K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

CHAD Carroll signed Kleiner Feldman Plotkin PLLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Kleiner Feldman Plotkin PLLC's EIN is 82-1071639.

EIN 82-1071639

Plan number 001

Plan year 2024

ACK ID 20250917080651NAL0000205857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kleiner Feldman Plotkin PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kleiner Feldman Plotkin PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEINER FELDMAN PLOTKIN PLLC.

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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.
High average account balance (90th percentile).

Plan sponsor

Name

KLEINER FELDMAN PLOTKIN PLLC

EIN

all filings

Address

5614 CONNECTICUT AVENUE NW · SUITE 107 · WASHINGTON, DC · 20015

Phone

(301) 943-2653

Industry

Law Offices· Professional & Technical Services

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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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