Original filing (PDF)20251013140821NAL0000691379005

KLEIN MANDLBLATT & CO., LLP

Name: KLEIN MANDLBLATT & CO., LLP — KLEIN MANDELBLATT & CO. KEOGH PLAN, Form 5500 (2024)
Creator: KLEIN MANDLBLATT & CO., LLP

Form 5500-SF

FILING_RECEIVED

KLEIN MANDELBLATT & CO. KEOGH PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLEIN MANDLBLATT & CO., LLP.

Plan sponsor

Name

KLEIN MANDLBLATT & CO., LLP

EIN

95-4013761

Address

4221 WILSHIRE BLVD SUITE 290-18 · LOPS ANGELES, CA · 90010

Phone

(323) 301-3422

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CRAIG FRANKLIN PC

CRAIG FRANKLIN, CPA, P.C. PROFIT SHARING PLAN

$2.3M · 13 participants

R. MARTIN & ASSOCIATES

R. MARTIN & ASSOCIATES DEFINED BENEFIT PENSION PLAN

$2.3M · 6 participants

BYCCPA, LLC

BYCCPA, LLC 401(K) RETIREMENT PLAN

$2.3M · 11 participants

T.R. GOYNE & COMPANY CPAS APC

THOMAS RICHARD GOYNE, CPA 401(K) PROFIT SHARING PLAN

$2.3M · 4 participants

LIVINGSTON, OMENS & MAGNIN, CPAS

LIVINGSTON, OMENS & MAGNIN, CPAS PROFIT SHARING PLAN