How big is Klein, Hockel, Iezza & Patel, PC's plan?

Klein, Hockel, Iezza & Patel, PC's plan reported $1.8M in assets and 4 participants for 2023.

Original filing (PDF)20240703101814NAL0009409104001

Klein, Hockel, Iezza & Patel, PC

Name: Klein, Hockel, Iezza & Patel, PC — Klein, Hockel, Form 5500 (2023)
Creator: Klein, Hockel, Iezza & Patel, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein, Hockel, Iezza & Patel, PC 401(k) Plan

401(k) retirement plan · Klein, Hockel, Iezza & Patel, PC's Klein, Hockel, Iezza & Patel, PC 401(k) Plan held $1.8M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Klein, Hockel, Iezza & Patel, PC's EIN is 68-0673646.

EIN 68-0673646

Plan number 001

Plan year 2023

ACK ID 20240703101814NAL0009409104001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Klein, Hockel, Iezza & Patel, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Klein, Hockel, Iezza & Patel, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEIN, HOCKEL, IEZZA & PATEL, PC.

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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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

KLEIN, HOCKEL, IEZZA & PATEL, PC

EIN

all filings

Address

1255 TREAT BLVD. · SUITE 300 · WALNUT CREEK, CA · 94597

Phone

(415) 951-0535

Industry

Law Offices· Professional & Technical Services

Plan administrator