How big is Klein Management Company's plan?

Klein Management Company's plan reported $5.0M in assets and 13 participants for 2024.

Original filing (PDF)20250701081119NAL0017422896001

Klein Management Company

Name: Klein Management Company — Klein Group Profit, Form 5500 (2024)
Creator: Klein Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein Group Profit Sharing Plan

401(k) retirement plan · Klein Management Company's Klein Group Profit Sharing Plan held $5.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

RUTH M. Holton signed Klein Management Company's 2024 Form 5500 as plan administrator.

RUTH M. Holton — 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

Klein Management Company's EIN is 34-1143353.

EIN 34-1143353

Plan number 001

Plan year 2024

ACK ID 20250701081119NAL0017422896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Klein Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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