Leonard S. Klein Co., Inc. 401(k) Plan

The Leonard S. Klein Co., Inc. 401(k) on its latest Form 5500

Leonard S. Klein Co., Inc. (EIN 13-2591553) reports LEONARD S. KLEIN CO., INC. RETIREMENT PLAN on its most recent Form 5500, with $2.2M in plan assets across 3 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 Leonard S. Klein Co., Inc. filing — schedules, fees, and providers.

Who runs the Leonard S. Klein Co., Inc. 401(k)?

Leonard S. Klein Co., Inc.’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 Leonard S. Klein Co., Inc.HR for the recordkeeper’s name and login.

How to check your Leonard S. Klein Co., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Leonard S. Klein Co., Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).