Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULIE S. KLENE, LTD.
EIN 20-3732913Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
4855 BYZANTINE COURT - LAS VEGAS, NV 89149702-395-1619
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JULIE S. KLENE, LTD. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JULIE S. KLENE, LTD. 401(K) PLAN
401k
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JULIE S. KLENE, LTD. DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 2 | 2024 | |
| 001 | JULIE S. KLENE, LTD. 401(K) PLAN | 401k | $1.1M | 2 | 2024 |
Retirement plans