Original filing (PDF)20251013091749NAL0000410467001

SAMUEL KLEIN AND COMPANY, LLP

Name: SAMUEL KLEIN AND COMPANY, LLP — SAMUEL KLEIN AND COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: SAMUEL KLEIN AND COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

SAMUEL KLEIN AND COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL KLEIN AND COMPANY, LLP.

Plan sponsor

Name

SAMUEL KLEIN AND COMPANY, LLP

EIN

22-1481139

Address

550 BROAD STREET · 11TH FLOOR · NEWARK, NJ · 07102

Phone

(973) 624-6100

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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