Klein Financial Corporation (EIN 77-0021908) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.4M in plan assets and 51 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Klein Financial Corporation 401(k) Profit Sharing Plan | 001 | 26 | $4.6M |
| Klein Financial Corporation Defined Benefit Plan | 002 | 25 | $771K |
77-0021908 is the Employer Identification Number (EIN) Klein Financial Corporation reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
