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KAPLAN FINANCIAL GROUP, LLC

EIN 26-1569922-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
10
1101 WOOTTON PARKWAY, STE. 920 - ROCKVILLE, MD 20852301-564-0088kaplanfinancialgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 10 part

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Retirement#001

KAPLAN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAPLAN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401k$2.8M102024
Retirement plans
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