Original filing (PDF)20231011065839NAL0019651027001

KLOCKE CAPITAL GROUP, LLC

Name: KLOCKE CAPITAL GROUP, LLC — KLOCKE CAPITAL GROUP, LLC 401(K) PLAN, Form 5500 (2022)
Creator: KLOCKE CAPITAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

KLOCKE CAPITAL GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KLOCKE CAPITAL GROUP, LLC

EIN

27-0813328all filings

Address

1880 N CONGRESS AVE SUITE 215 · BOYNTON BEACH, FL · 33426

Phone

(561) 693-2667

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