How big is Klein Hersh HR's plan?

Klein Hersh HR's plan reported $15.0M in assets and 52 participants for 2024.

Original filing (PDF)20250611100510NAL0015644465001

Klein Hersh HR

Name: Klein Hersh HR — Klein Hersh HR 401(k) Profit, Form 5500 (2024)
Creator: Klein Hersh HR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein Hersh HR 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Klein Hersh HR's Klein Hersh HR 401(k) Profit Sharing Plan & Trust held $15.0M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

MINH BUI signed Klein Hersh HR's 2024 Form 5500 as plan administrator.

MINH BUI — 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

Klein Hersh HR's EIN is 87-2723477.

EIN 87-2723477

Plan number 001

Plan year 2024

ACK ID 20250611100510NAL0015644465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Klein Hersh HR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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