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KAPLAN FINANCIAL SERVICES, INC.

EIN 35-2359185-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$9.8M assets
Welfare
0
Participants
13
2 NEWTON EXECUTIVE PARK, SUITE 300, 2227 WASHINGTON STREET - NEWTON, MA 024621434617-527-1557
Plans on this EIN
1 filing
#004401k-$9.8M - 13 part

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Retirement#004

KAPLAN FINANCIAL SERVICES, INC. 401K PLAN

401k

Assets$9.8M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004KAPLAN FINANCIAL SERVICES, INC. 401K PLAN401k$9.8M132025
Retirement plans
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