How big is Klein Financial Corporation's plan?

Klein Financial Corporation's plan reported $771K in assets and 25 participants for 2024.

Original filing (PDF)20251230181058NAL0010625523001

Klein Financial Corporation

Name: Klein Financial Corporation — Klein Financial, Form 5500 (2024)
Creator: Klein Financial Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein Financial Corporation Defined Benefit Plan

Defined-benefit pension plan · Klein Financial Corporation's Klein Financial Corporation Defined Benefit Plan held $771K in plan assets for 25 participants in 2024.

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

Plan identifiers

Klein Financial Corporation's EIN is 77-0021908.

EIN 77-0021908

Plan number 002

Plan year 2024

ACK ID 20251230181058NAL0010625523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein Financial Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein Financial Corporation's plan includes a frozen benefit (no new accruals), a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off