How big is Klein Cook Olson, LLC's plan?

Klein Cook Olson, LLC's plan reported $273K in assets and 4 participants for 2024.

Original filing (PDF)20251007180045NAL0004919537001

Klein Cook Olson, LLC

Name: Klein Cook Olson, LLC — Klein Cook Olson, LLC 401(k), Form 5500 (2024)
Creator: Klein Cook Olson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein Cook Olson, LLC 401(k) Plan

401(k) retirement plan · Klein Cook Olson, LLC's Klein Cook Olson, LLC 401(k) Plan held $273K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

Plan identifiers

Klein Cook Olson, LLC's EIN is 88-2039546.

EIN 88-2039546

Plan number 001

Plan year 2024

ACK ID 20251007180045NAL0004919537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein Cook Olson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein Cook Olson, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 COOK OLSON, 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

Knocking points off