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  2. KLEIN HOMES, LLC.
Sponsor portfolio

KLEIN HOMES, LLC.

EIN 20-2334293-Construction-Latest filing 2025
Plans
2
Retirement
2
$749K assets
Welfare
0
Participants
4
7232 NOVA LANDING DR. - SELLERSBURG, IN 47172502-709-0195
Plans on this EIN
2 filings
#002CashBalance-$643K - 2 part#001401k-$107K - 2 part

Retirement portfolio analytics

2 plans aggregated / $749K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PENSION (#002)86%
  • HOMES, LLC 401(K) (#001)14%
Total $749KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)2
  • HOMES, LLC 401(K) (#001)2
Total 4Click 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

KLEIN HOMES LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$643K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KLEIN HOMES, LLC 401(K) PLAN

401k

Assets$107K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KLEIN HOMES LLC CASH BALANCE PENSION PLANCashBalance$643K22024
001KLEIN HOMES, LLC 401(K) PLAN401k$107K22025
Retirement plans
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