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Original filing (PDF)20250929163631NAL0005141155001
KLEIN TOOLS, INC.
Form 5500
FILING_RECEIVED
KLEIN TOOLS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,525
Accounts w/ balance
1,935
Plan assets (EOY)
$179.8M
Net assets (EOY)
$179.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLEIN TOOLS, INC..
Plan sponsor
Name
KLEIN TOOLS, INC.
EIN
26-3795226
Address
500 KLEIN TOOLS BLVD. · MANSFIELD, TX · 76063
Phone
(847) 821-5571
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $161K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $25K | — |
| SIKICH CPA LLC | — | NAPERVILLE, IL | NONE | $16K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | — | PHILADEPHIA, PA | NONE | $7K | — |
Investments
27 direct securities · 1 pooled fund· $175.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$162.2M
26 holdings
Common Collective Trust
$10.8M
1 holding
Mutual Funds
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - Institutional Shares | — | — | — | $16.8M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $15.5M | 8.6% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $14.3M | 8.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $12.9M | 7.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $11.7M | 6.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $11.2M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $10.8M | 6.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $10.8M | 6.0% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $10.7M | 5.9% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | — | — | — | $10.2M | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $9.8M | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $5.5M | 3.1% | |
| T. Rowe Price T. Rowe Price Balanced Fund | — | — | — | $4.8M | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $4.7M | 2.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund | — | — | — | $4.5M | 2.5% | |
| T. Rowe Price T. Rowe Price QM U.S. Bond Index Fund | — | — | — | $3.6M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund - Class I | — | — | — | $3.2M | 1.8% | |
| American Funds American Funds Europacific Growth - Class R6 | Mutual Funds | — | — | $2.4M | 1.4% | |
| Vanguard Extended Market Index Fund - Admiral Shares | — | — | — | $2.3M | 1.3% | |
| T. Rowe Price T. Rowe Price Small-Cap Value Fund | — | — | — | $2.0M | 1.1% | |
| Clearbridge Small Cap Growth - Class IS | — | — | — | $2.0M | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $1.9M | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $1.9M | 1.1% | |
| Vanguard Total International Stock Index Fund - Admiral Class | — | — | — | $1.1M | 0.6% | |
| T. Rowe Price U.S. Treasury Money Fund | — | — | — | $280K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | — | — | — | $185K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $124K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $30K | <0.1% |
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