Kleinberg, Kaplan, Wolff & Cohen, P.C.'s EIN is 13-2832785.
Download the official 2024 Form 5500 (PDF) for Kleinberg, Kaplan, Wolff & Cohen, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kleinberg, Kaplan, Wolff & Cohen, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $75 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| BLACKROCK EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $13.0M | 10.6% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $6.5M | 5.3% |
| BLACKROCK MID CAP EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $1.1M | 0.9% |
| BLACKROCK RUSSELL 2000 INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $1.0M | 0.8% |
| BLACKROCK EAFE EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $529K | 0.4% |
| BLACKROCK US DEBT INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $490K | 0.4% |
