How big is Kleinbard LLC's plan?

Kleinbard LLC's plan reported $21.2M in assets and 53 participants for 2024.

Original filing (PDF)20250708083829NAL0010741874001

Kleinbard LLC

Name: Kleinbard LLC — Kleinbard LLC Employees' Savings, Form 5500 (2024)
Creator: Kleinbard LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kleinbard LLC Employees' Savings Plan

401(k) retirement plan · Kleinbard LLC's Kleinbard LLC Employees' Savings Plan held $21.2M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

Michael Frattone signed Kleinbard LLC's 2024 Form 5500 as plan administrator.

Michael Frattone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kleinbard LLC's EIN is 23-1308492.

EIN 23-1308492

Plan number 001

Plan year 2024

ACK ID 20250708083829NAL0010741874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kleinbard LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kleinbard LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEINBARD LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score