How big is Tzion, Klein & Waldman, Inc.'s plan?

Tzion, Klein & Waldman, Inc.'s plan reported $1.4M in assets and 14 participants for 2024.

Original filing (PDF)20250930112535NAL0012186161001

Tzion, Klein & Waldman, Inc.

Name: Tzion, Klein & Waldman, Inc. — TK Associates Defined, Form 5500 (2024)
Creator: Tzion, Klein & Waldman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TK Associates Defined Benefit Pension Plan

Defined-benefit pension plan · Tzion, Klein & Waldman, Inc.'s TK Associates Defined Benefit Pension Plan held $1.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Tzion, Klein & Waldman, Inc.'s EIN is 95-4839449.

EIN 95-4839449

Plan number 001

Plan year 2024

ACK ID 20250930112535NAL0012186161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tzion, Klein & Waldman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tzion, Klein & Waldman, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score