Original filing (PDF)20251003115802NAL0002236912001

KLINE & CO FINANCIAL SOLUTIONS LLC

Name: KLINE & CO FINANCIAL SOLUTIONS LLC — KLINE & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: KLINE & CO FINANCIAL SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

KLINE & COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

KLINE & CO FINANCIAL SOLUTIONS LLC

EIN

82-1012205all filings

Address

5 N. MAIN STREET · PERRYVILLE, MO · 63775

Phone

(573) 547-5022

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator