What public Form 5500 filings show about the Kleinberg Benefits, Inc. Insurance Services 401(k) plan — and how to find and check your own account.
Kleinberg Benefits, Inc. Insurance Services (EIN 20-2070179) reports KBI 401(K) PLAN & TRUST on its most recent Form 5500, with $4.0M in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Kleinberg Benefits, Inc. Insurance Services filing — schedules, fees, and providers.
Kleinberg Benefits, Inc. Insurance Services’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Kleinberg Benefits, Inc. Insurance ServicesHR for the recordkeeper’s name and login.
