Original filing (PDF)20250708083829NAL0010741874001

KLEINBARD LLC

Name: KLEINBARD LLC — KLEINBARD LLC EMPLOYEES' SAVINGS PLAN, Form 5500 (2024)
Creator: KLEINBARD LLC

Form 5500-SF

FILING_RECEIVED

KLEINBARD LLC EMPLOYEES' SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

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 KLEINBARD LLC.

Plan sponsor

Name

KLEINBARD LLC

EIN

23-1308492

Address

THREE LOGAN SQUARE · 1717 ARCH STREET 5TH FLOOR · PHILADELPHIA, PA · 19103

Phone

(215) 568-2000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

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

2R · Participant-directed brokerage (SDBA)

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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