How big is Klatt, Augustine, Treinen & Rastede's plan?

Klatt, Augustine, Treinen & Rastede's plan reported $3.8M in assets and 9 participants for 2024.

Original filing (PDF)20250521173709NAL0007322850001

Klatt, Augustine, Treinen & Rastede

Name: Klatt, Augustine, Treinen & Rastede — Klatt Law, Form 5500 (2024)
Creator: Klatt, Augustine, Treinen & Rastede
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klatt Law 401(k) PS Plan

401(k) retirement plan · Klatt, Augustine, Treinen & Rastede's Klatt Law 401(k) PS Plan held $3.8M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Charles Augustine signed Klatt, Augustine, Treinen & Rastede's 2024 Form 5500 as plan administrator.

Charles Augustine — 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

Klatt, Augustine, Treinen & Rastede's EIN is 81-5319344.

EIN 81-5319344

Plan number 001

Plan year 2024

ACK ID 20250521173709NAL0007322850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klatt, Augustine, Treinen & Rastede from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klatt, Augustine, Treinen & Rastede'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 KLATT, AUGUSTINE, TREINEN & RASTEDE.

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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

Knocking points off