Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
KAPLAN LAW GROUP, P.A.
EIN 43-2009999Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KAPLAN LAW GROUP CASH BALANCE PLAN
CashBalance
Assets$899K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KAPLAN LAW GROUP 401(K) PLAN
401k
Assets$534K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAPLAN LAW GROUP CASH BALANCE PLAN | CashBalance | $899K | 6 | 2024 | |
| 001 | KAPLAN LAW GROUP 401(K) PLAN | 401k | $534K | 9 | 2025 |
Retirement plans