· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JULIE S. KLENE, LTD. — JULIE S. KLENE, LTD. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008112737NAL0002959811001
JULIE S. KLENE, LTD.
Form 5500-SF
FILING_RECEIVED
JULIE S. KLENE, LTD. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JULIE S. KLENE, LTD.
.
Find decision makers
Plan sponsor
Name
JULIE S. KLENE, LTD.
EIN
20-3732913
Address
4855 BYZANTINE COURT · LAS VEGAS, NV · 89149
Phone
(702) 395-1619
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
ROBINSON & WARD, PC
RWCPA RETIREMENT PLAN
$1.4M · 14 participants
PACIFIC TAX & FINANCIAL GROUP INC
PACIFIC TAX & FINANCIAL GROUP INC 401(K) SAVINGS PLAN
$1.4M · 7 participants
JAMES MICHAEL JONES
JAMES MICHAEL JONES SAFE HARBOR 401(K) PLAN
$1.5M · 15 participants
TAX & FINANCIAL STRATEGISTS, LLC
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
$1.4M · 11 participants
TAX WIZARD INC
TAX WIZARD INC 401(K) PLAN
$1.5M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TRADER ROBERTS & ASSOCIATES PL
TRADER ROBERTS & ASSOCIATES PL 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 14 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B
