How big is The Esther A. & Joseph Klingenstein Fund, Inc.'s plan?

The Esther A. & Joseph Klingenstein Fund, Inc.'s plan reported $807K in assets and 4 participants for 2025.

Original filing (PDF)20260424220901NAL0006174801091

The Esther A. & Joseph Klingenstein Fund, Inc.

Name: The Esther A. & Joseph Klingenstein Fund, Inc. — Form 5500 Plan 001 (2025)
Creator: The Esther A. & Joseph Klingenstein Fund, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klingenstein 401(k) Plan

401(k) retirement plan · The Esther A. & Joseph Klingenstein Fund, Inc.'s Klingenstein 401(k) Plan held $807K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$807K

Net assets (EOY)

$807K

Plan identifiers

The Esther A. & Joseph Klingenstein Fund, Inc.'s EIN is 13-6028788.

EIN 13-6028788

Plan number 001

Plan year 2025

ACK ID 20260424220901NAL0006174801091

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Esther A. & Joseph Klingenstein Fund, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Esther A. & Joseph Klingenstein Fund, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE ESTHER A. & JOSEPH KLINGENSTEIN FUND, INC.

EIN

all filings

Address

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

Phone

(917) 580-1557

Industry

Other Services (ex. Public Admin)

Plan administrator