Sponsor portfolioTH
KLINGENSTEIN, FIELDS & CO., L.P.
EIN 13-3479093investment managementLatest filing 2025
Plans
1
Retirement
1
$71.3M assets
Welfare
0
Participants
49
125 PARK AVENUE, SUITE 320 - NEW YORK, NY 100175529212-492-6178klingenstein.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLINGENSTEIN, FIELDS & CO., L.P. SAVINGS AND INVESTMENT PLAN | 401k | $71.3M | 49 | 2025 |
Retirement plans