Back to filter
Original filing (PDF)20250926140036NAL0010197456001
KLEINLIFE
Form 5500-SF
FILING_RECEIVED
KLEINLIFE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
21
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLEINLIFE.
Plan sponsor
Name
KLEINLIFE
EIN
27-0840840
Address
10100 JAMISON AVENUE · PHILADELPHIA, PA · 19116
Phone
(215) 698-7300
Industry
Other Services (ex. Public Admin)see 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
CHEROKEE PRESERVATION FOUNDATION
CHEROKEE PRESERVATION FOUNDATION DEFINED BENEFIT PLAN
$1.5M · 7 participants
UNITED AUTOMOBILE WORKERS LOCAL NO. 974
LOCAL UNION OPEIU 28 PENSION PLAN
$1.5M · 3 participants
UNITED TEACHERS OF LOWELL
VOLUNTARY 401(K) PLAN
$1.5M · 18 participants
NICOLE K EVANS STRATEGIES
NICOLE K EVANS STRATEGIES 401K PLAN AND TRUST
$1.5M · 4 participants
JUSTICE ACTION NETWORK FOUNDATION
THE JUSTICE ACTION NETWORK FOUNDATION 401(K)
$1.5M · 3 participants
MICHIGAN BUSINESS & PROFESSIONAL ASSOCIATION
MICHIGAN BUSINESS & PROFESSIONAL ASSOCIATION 401(K) PLAN
$1.5M · 25 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B