How big is McKasson & Klein LLP's plan?

McKasson & Klein LLP's plan reported $3.4M in assets and 4 participants for 2024.

Original filing (PDF)20250823053158NAL0002916067001

McKasson & Klein LLP

Name: McKasson & Klein LLP — McKasson & Klein LLP 401(k), Form 5500 (2024)
Creator: McKasson & Klein LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKasson & Klein LLP 401(k) Profit Sharing Plan

401(k) retirement plan · McKasson & Klein LLP's McKasson & Klein LLP 401(k) Profit Sharing Plan held $3.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

McKasson & Klein LLP's EIN is 95-4764120.

EIN 95-4764120

Plan number 002

Plan year 2024

ACK ID 20250823053158NAL0002916067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McKasson & Klein LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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