How big is The Kanner Group LLC's plan?

The Kanner Group LLC's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260120140954NAL0003185297001

The Kanner Group LLC

Name: The Kanner Group LLC — The Kanner Group LLC 401(k), Form 5500 (2025)
Creator: The Kanner Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kanner Group LLC 401(k) Plan

401(k) retirement plan · The Kanner Group LLC's The Kanner Group LLC 401(k) Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

The Kanner Group LLC's EIN is 84-2384675.

EIN 84-2384675

Plan number 001

Plan year 2025

ACK ID 20260120140954NAL0003185297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Kanner Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Kanner Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 THE KANNER GROUP LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE KANNER GROUP LLC

EIN

all filings

Address

625 BEACHLAND BLVD, SUITE 2 · VERO BEACH, FL · 32963

Phone

(772) 205-2141

Industry

Finance & Insurance

Plan administrator