Form 5500 Search

KLINGMAN AND ASSOCIATES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
3,713
Total plan assets
$1.5B
Filings (rows)
4
Direct comp
$334K
Indirect comp
$0

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
PLYMOUTH MEETING, PA
Advisor / Consultant
INVESTMENT ADVISORY
1,803$1.1B$299K
WILLIAMS & CONNOLLY LLP
WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST
WASHINGTON, DC
Other
NONE
651$162.4M$15K
WILLIAMS & CONNOLLY LLP
WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST
WASHINGTON, DC
Other
NONE
645$146.5M$13K
WILLIAMS & CONNOLLY LLP
WILLIAMS & CONNOLLY LLP SAVINGS PLAN AND TRUST
WASHINGTON, DC
Other
NONE
614$121.2M$7K
KLINGMAN AND ASSOCIATES — Form 5500 Service Provider Profile | Form 5500 Search