How big is Klausen-Gestby Co., Inc.'s plan?

Klausen-Gestby Co., Inc.'s plan reported $3.0M in assets and 5 participants for 2025.

Original filing (PDF)20260417120437NAL0022734753001

Klausen-Gestby Co., Inc.

Name: Klausen-Gestby Co., Inc. — Klausen-Gestby Co., Inc., Form 5500 (2025)
Creator: Klausen-Gestby Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klausen-Gestby Co., Inc. Retirement Plan

401(k) retirement plan · Klausen-Gestby Co., Inc.'s Klausen-Gestby Co., Inc. Retirement Plan held $3.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Klausen-Gestby Co., Inc.'s EIN is 04-2657225.

EIN 04-2657225

Plan number 002

Plan year 2025

ACK ID 20260417120437NAL0022734753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Klausen-Gestby Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Klausen-Gestby Co., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

KLAUSEN-GESTBY CO., INC.

EIN

all filings

Address

22 ELKINS STREET · BOSTON, MA · 02127

Phone

(617) 269-3740

Industry

Retail Trade

Plan administrator