How big is KLEM Group's plan?

KLEM Group's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260508111540NAL0002905075001

KLEM Group

Name: KLEM Group — KLEM Group 401(k) P/S Plan, Form 5500 (2025)
Creator: KLEM Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KLEM Group 401(k) P/S Plan

401(k) retirement plan · KLEM Group's KLEM Group 401(k) P/S Plan held $2.2M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Eric KLEM signed KLEM Group's 2025 Form 5500 as plan administrator.

Eric KLEM — 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

KLEM Group's EIN is 56-2447183.

EIN 56-2447183

Plan number 002

Plan year 2025

ACK ID 20260508111540NAL0002905075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KLEM Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

KLEM GROUP

EIN

all filings

Address

70 LENOX POINTE · SUITE C · ATLANTA, GA · 30324

Phone

(404) 389-0900

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-08

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Another Jacoby Company Inc.

Another Jacoby Company Inc. 401(k) Profit Sharing Plan & Trust

$2.2M · 2 participants

ORI Acquisition Inc. DBA Nashville

ORI Acquisition Inc. DBA Nashville Retirement Savings Plan

$2.2M · 67 participants

147 Croly APT. Corp. EMPL P/S & 401(k) Plan

$2.2M · 15 participants

Jay Franco & Sons, Inc.

Jay Franco & Sons, Inc. Employee Stock Ownership Plan

$2.2M · 85 participants

Reese International, Ltd.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.