Sponsor portfolio
KLEINBERG BENEFITS, INC. INSURANCE SERVICES
EIN 20-2070179Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$4.8M assets
Welfare
0
Participants
12
221 MAIN STREET, #1462 - LOS ALTOS, CA 94023408-366-8882
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 | KBI 401(K) PLAN & TRUST | 401k | $4.8M | 12 | 2025 |
Retirement plans