How big is Klein & Associates' plan?

Klein & Associates' plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20250603142220NAL0029668514001

Klein & Associates

Name: Klein & Associates — Klein & Associates 401(k), Form 5500 (2024)
Creator: Klein & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Klein & Associates' Klein & Associates 401(k) Profit Sharing Plan held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Klein & Associates' EIN is 20-2805530.

EIN 20-2805530

Plan number 001

Plan year 2024

ACK ID 20250603142220NAL0029668514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEIN & ASSOCIATES.

Finding similar companies…

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