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
94
Total plan cost
n/a
Plan health
n/a
Vendor & structure
75
Knocking points off
Filed 1.5 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEIN FINANCIAL CORPORATION.
Plan sponsor
Name
KLEIN FINANCIAL CORPORATION
EIN
77-0021908
Address
466 W. FALLBROOK AVE., STE 104 · FRESNO, CA · 93711
