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  2. J. KLEINHAUS & SONS, INC.
Sponsor portfolio

J. KLEINHAUS & SONS, INC.

EIN 13-2513761-luxury goods & jewelry-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
6
15 WEST 47TH STREET - NEW YORK, NY 100363305212-719-4133kleinhaus.comLinkedIn1-10 employeesluxury goods & jewelry
Plans on this EIN
2 filings
#002ProfitSharing-$1.6M - 3 part#001ProfitSharing-$1.6M - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • INC. PENSION TRUST (#002)51%
  • PROFIT SHARING PLAN (#001)49%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. PENSION TRUST (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. KLEINHAUS & SONS, INC. PENSION TRUST

ProfitSharing

Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

J. KLEINHAUS & SONS, INC. PENSION PROFIT SHARING PLAN

ProfitSharing

Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. KLEINHAUS & SONS, INC. PENSION TRUSTProfitSharing$1.6M32024
001J. KLEINHAUS & SONS, INC. PENSION PROFIT SHARING PLANProfitSharing$1.6M32024
Retirement plans
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