Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
KLEE CONSULTING, LLC
EIN 02-0719776Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$579K assets
Welfare
0
Participants
9
3786 QUIMBY ROAD - SAN JOSE, CA 95148408-274-3900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $579K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KLEE CONSULTING, LLC CASH BALANCE PLAN
CashBalance
Assets$414K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KLEE CONSULTING, LLC 401K PLAN
401k
Assets$165K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLEE CONSULTING, LLC CASH BALANCE PLAN | CashBalance | $414K | 3 | 2025 | |
| 001 | KLEE CONSULTING, LLC 401K PLAN | 401k | $165K | 6 | 2025 |
Retirement plans