How big is Klein McCarthy Co., Ltd.'s plan?

Klein McCarthy Co., Ltd.'s plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250813134909NAL0020337138001

Klein McCarthy Co., Ltd.

Name: Klein McCarthy Co., Ltd. — Klein McCarthy & Co., Form 5500 (2024)
Creator: Klein McCarthy Co., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein McCarthy & Co. , Ltd. Cash Balance Plan

Defined-benefit pension plan · Klein McCarthy Co., Ltd.'s Klein McCarthy & Co. , Ltd. Cash Balance Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Scott Fettig signed Klein McCarthy Co., Ltd.'s 2024 Form 5500 as plan administrator.

Scott Fettig — 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 McCarthy Co., Ltd.'s EIN is 41-1302960.

EIN 41-1302960

Plan number 002

Plan year 2024

ACK ID 20250813134909NAL0020337138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein McCarthy Co., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein McCarthy Co., Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score