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DONATELLI & KLEIN, INC. — DONATELLI & KLEIN, INC. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014142921NAL0001545667001
DONATELLI & KLEIN, INC.
Form 5500-SF
FILING_RECEIVED
DONATELLI & KLEIN, INC. 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
6
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
DONATELLI & KLEIN, INC.
.
Find decision makers
Plan sponsor
Name
DONATELLI & KLEIN, INC.
EIN
52-0985349
Address
4416 EAST-WEST HIGHWAY · SUITE 410 · BETHESDA, MD · 20814
Phone
(301) 654-0700
Industry
Real Estate
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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