What public Form 5500 filings show about the M Kathleen Klein 401(k) plan — and how to find and check your own account.
M Kathleen Klein (EIN 77-0653635) reports M KATHLEEN KLEIN CPA 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $563K in plan assets across 4 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 M Kathleen Klein filing — schedules, fees, and providers.
M Kathleen Klein’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 M Kathleen KleinHR for the recordkeeper’s name and login.
