How big is Klein Management Company's plan?

Klein Management Company's plan reported $19K in assets and 8 participants for 2024.

Original filing (PDF)20251126140656NAL0002526243001

Klein Management Company

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

Form 5500-SF

FILING_RECEIVED

Klein Management Company SOCA Benefit Plan

Health & welfare plan · Klein Management Company's Klein Management Company SOCA Benefit Plan held $19K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$7K

People on this filing

Matt Appenzeller signed Klein Management Company's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2024

ACK ID 20251126140656NAL0002526243001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score