How big is Klein & Rizzo, Inc.'s plan?

Klein & Rizzo, Inc.'s plan reported $960K in assets and 9 participants for 2024.

Original filing (PDF)20251004204623NAL0003750656001

Klein & Rizzo, Inc.

Name: Klein & Rizzo, Inc. — Klein & Rizzo, Inc. 401(k), Form 5500 (2024)
Creator: Klein & Rizzo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein & Rizzo, Inc. 401(k) Retirement Plan

401(k) retirement plan · Klein & Rizzo, Inc.'s Klein & Rizzo, Inc. 401(k) Retirement Plan held $960K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$960K

Net assets (EOY)

$960K

Plan identifiers

Klein & Rizzo, Inc.'s EIN is 23-2491622.

EIN 23-2491622

Plan number 001

Plan year 2024

ACK ID 20251004204623NAL0003750656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein & Rizzo, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein & Rizzo, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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