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KLINGMAN AND ASSOCIATES, LLC

EIN 06-1612508-financial services-Latest filing 2025
Plans
1
Retirement
1
$12.3M assets
Welfare
0
Participants
29
120 WEST 45TH STREET, SUITE 3800 - NEW YORK, NY 10036212-867-7647klingmanria.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$12.3M - 29 part

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Retirement#001

KLINGMAN AND ASSOCIATES EMPLOYEE SAVINGS PLAN

401k

Assets$12.3M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLINGMAN AND ASSOCIATES EMPLOYEE SAVINGS PLAN401k$12.3M292025
Retirement plans
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