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  2. Kaplan & Associates, Inc.

Filings through Oct 24, 2026.

Kaplan & Associates, Inc.

EIN 23-2939074-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
1
Retirement
1
$6.5M assets
Health & Benefits
0
Participants
6
1220 MEDFORD ROAD - WYNNEWOOD, PA 19096610-642-5644
Plans on this EIN
1 filing
#001401(k)-$6.5M - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KAPLAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$6.5M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KAPLAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$6.5M62025
  • KAPLAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$6.5M
    #001 · 401(k) · 20256
Retirement plans
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