Original filing (PDF)20250417220535NAL0002891728016

THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC.

Name: THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC. — KLINGENSTEIN 401(K) PLAN, Form 5500 (2024)
Creator: THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC.

Form 5500-SF

FILING_RECEIVED

KLINGENSTEIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC..

Plan sponsor

Name

THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC.

EIN

13-6028788all filings

Address

80 8TH AVENUE · SUITE 1400 · NEW YORK, NY · 10011

Phone

(332) 219-0600

Industry

Other Services (ex. Public Admin)see all

Plan administrator