How big is Julie S. Klene, Ltd.'s plan?

Julie S. Klene, Ltd.'s plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20251008112737NAL0002959811001

Julie S. Klene, Ltd.

Name: Julie S. Klene, Ltd. — Julie S. Klene, Ltd. Defined, Form 5500 (2024)
Creator: Julie S. Klene, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie S. Klene, Ltd. Defined Benefit Plan

Defined-benefit pension plan · Julie S. Klene, Ltd.'s Julie S. Klene, Ltd. Defined Benefit Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Julie S. Klene, Ltd.'s EIN is 20-3732913.

EIN 20-3732913

Plan number 002

Plan year 2024

ACK ID 20251008112737NAL0002959811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie S. Klene, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie S. Klene, Ltd.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIE S. KLENE, LTD..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score