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KLEIN MCCARTHY CO., LTD. — KLEIN MCCARTHY & CO. , LTD. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250813134909NAL0020337138001
KLEIN MCCARTHY CO., LTD.
Form 5500-SF
FILING_RECEIVED
KLEIN MCCARTHY & CO. , LTD. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KLEIN MCCARTHY CO., LTD.
.
Find decision makers
Plan sponsor
Name
KLEIN MCCARTHY CO., LTD.
EIN
41-1302960
Address
6465 WAYZATA BOULEVARD · SUITE 410 · ST. LOUIS PARK, MN · 55426
Phone
(952) 908-9990
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providers
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Helping the score
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