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  2. James Kleinbaum

Filings through Oct 24, 2026.

Sponsor portfolio

James Kleinbaum

EIN 14-1798124-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$598K assets
Welfare
0
Participants
4
18 PARK ROW - CHATHAM, NY 12037518-794-8708kleinbaumlaw.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$598K - 4 part

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Retirement#001

SSB AS PS/KEO FBO JAMES KLEINBAUM

401(k)

Assets$598K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SSB AS PS/KEO FBO JAMES KLEINBAUM401(k)$598K42024
Retirement plans
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