Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
THE KLEPPIN FIRM, P.A
EIN 85-3105739Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
10
8751 WEST BROWARD BOULEVARD, - PLANTATION, FL 33324954-424-1933
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 10 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#001
THE KLEPPIN FIRM, P.A. RETIREMENT PLAN AND TRUST
401k
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE KLEPPIN FIRM, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE KLEPPIN FIRM, P.A. RETIREMENT PLAN AND TRUST | 401k | $1.5M | 8 | 2024 | |
| 002 | THE KLEPPIN FIRM, P.A. CASH BALANCE PLAN | CashBalance | $1.1M | 2 | 2024 |
Retirement plans