Original filing (PDF)20250523112430NAL0005723728001

KLINE & COMPANY, INC.

Name: KLINE & COMPANY, INC. — KLINE & COMPANY, INC. SAVINGS AND INVESTMENT INCENTIVE PLAN, Form 5500 (2024)
Creator: KLINE & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

KLINE & COMPANY, INC. SAVINGS AND INVESTMENT INCENTIVE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLINE & COMPANY, INC..

Plan sponsor

Name

KLINE & COMPANY, INC.

EIN

22-1682609

Address

10 WATERVIEW BLVD · SUITE 102 · PARSIPPANY, NJ · 07054

Phone

(973) 435-6262

Industry

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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CORPS SOLUTIONS LLC

CORPS SOLUTIONS 401K RET PLAN

$16.8M · 265 participants

CORE ONE SOLUTIONS LLC

CORE ONE SOLUTIONS 401(K) PLAN

$16.8M · 172 participants

GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE

GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN

$16.9M · 173 participants

FINSER CORPORATION

FINSER CORPORATION 401(K) RETIREMENT PLAN

$16.8M · 72 participants

AMERICARE SYSTEMS, INC.

AMERICARE SYSTEMS, INC. RETIREMENT SAVINGS PLAN