· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
W. S. KLEM CONTRACTOR, INC. — W. S. KLEM CONTRACTOR, INC. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630123817NAL0028793506001
W. S. KLEM CONTRACTOR, INC.
Form 5500-SF
FILING_RECEIVED
W. S. KLEM CONTRACTOR, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
W. S. KLEM CONTRACTOR, INC.
.
Find decision makers
Plan sponsor
Name
W. S. KLEM CONTRACTOR, INC.
EIN
95-4608002
Address
5405 E LA PALMA AVE · ANAHEIM, CA · 92807
Phone
(310) 414-0455
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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 Construction plans
HAXTON MASONRY, INC.
HAXTON MASONRY, INC. 401(K) PLAN
$2.5M · 239 participants
SPEEDY CONCRETE CUTTING INC
SPEEDY CONCRETE CUTTING INC 401(K) PROFIT SHARING PLAN & TRU
$2.5M · 122 participants
BENCHMARK SITE DEVELOPMENT, LLC
BENCHMARK SITE DEVELOPMENT, LLC 401(K) PLAN
$2.5M · 41 participants
S & S ROOFING SYSTEMS, INC.
S & S ROOFING SYSTEMS, INC. CASH BALANCE PENSION PLAN
$2.5M · 6 participants
GONCALVES & ALVES, INC.
GONCALVES & ALVES, INC. DEFINED BENEFIT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.5M · 4 participants
ROOF CORP OF METRO DENVER, INC.
ROOF CORP OF METRO DENVER 401(K) PLAN
$2.5M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
