How big is Halvorsen Klote LLC's plan?

Halvorsen Klote LLC's plan reported $430K in assets and 6 participants for 2024.

Original filing (PDF)20250716111018NAL0002350931001

Halvorsen Klote LLC

Name: Halvorsen Klote LLC — Halvorsen Klote 401(k) Plan, Form 5500 (2024)
Creator: Halvorsen Klote LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halvorsen Klote 401(k) Plan

401(k) retirement plan · Halvorsen Klote LLC's Halvorsen Klote 401(k) Plan held $430K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$430K

Net assets (EOY)

$430K

People on this filing

Gregory Klote signed Halvorsen Klote LLC's 2024 Form 5500 as plan administrator.

Gregory Klote — 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

Halvorsen Klote LLC's EIN is 82-1605533.

EIN 82-1605533

Plan number 001

Plan year 2024

ACK ID 20250716111018NAL0002350931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halvorsen Klote LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halvorsen Klote LLC'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 HALVORSEN KLOTE LLC.

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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