Original filing (PDF)20250725160022NAL0003541763001

THE KLEPPIN FIRM, P.A

Name: THE KLEPPIN FIRM, P.A — THE KLEPPIN FIRM, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: THE KLEPPIN FIRM, P.A

Form 5500-SF

FILING_RECEIVED

THE KLEPPIN FIRM, P.A. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KLEPPIN FIRM, P.A.

Plan sponsor

Name

THE KLEPPIN FIRM, P.A

EIN

85-3105739

Address

8751 WEST BROWARD BOULEVARD, · PLANTATION, FL · 33324

Phone

(954) 424-1933

Industry