Original filing (PDF)20250722085354NAL0001159299004

THE KLEIN GROUP CPA, P.A.

Name: THE KLEIN GROUP CPA, P.A. — TKG401K, Form 5500 (2024)
Creator: THE KLEIN GROUP CPA, P.A.

Form 5500-SF

FILING_RECEIVED

TKG401K

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

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

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

THE KLEIN GROUP CPA, P.A.

DBA

THE KLEIN GROUP

EIN

65-0790143all filings

Address

2300 N W CORPORATE BLVD. SUITE 112 · BOCA RATON, FL · 33431

Phone

(561) 419-9995

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2G · Total participant-directed accounts

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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