How big is KPR and Associates, LLP's plan?

KPR and Associates, LLP's plan reported $3.4M in assets and 1 participants for 2024.

Original filing (PDF)20251008144349NAL0009627264001

KPR and Associates, LLP

Name: KPR and Associates, LLP — KPR and Associates, LLP, Form 5500 (2024)
Creator: KPR and Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KPR and Associates, LLP 401(k) Plan

401(k) retirement plan · KPR and Associates, LLP's KPR and Associates, LLP 401(k) Plan held $3.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

KEN Rosen signed KPR and Associates, LLP's 2024 Form 5500 as plan administrator.

KEN Rosen — 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

KPR and Associates, LLP's EIN is 82-3235324.

EIN 82-3235324

Plan number 001

Plan year 2024

ACK ID 20251008144349NAL0009627264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KPR and Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KPR and Associates, LLP's plan includes profit-sharing, 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 KPR AND ASSOCIATES, LLP.

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KPR AND ASSOCIATES, LLP

EIN

all filings

Address

8955 GUSTAVIA COURT · NAPLES, FL · 34112

Phone

(925) 941-6200

Industry

CPA Offices· Professional & Technical Services

Plan administrator