Assets by plan
Share of aggregate retirement assets
Filings through .
The Kleingers Group, Inc.
EIN 31-1368100civil engineeringLatest filing 2025
Plans
5
Retirement
2
$30.4M assets
Health & Benefits
3
$1.8M premiums
Participants
711
6219 CENTRE PARK DRIVE - WEST CHESTER, OH 45069513-779-7851kleingers.comLinkedIn51-200 employeescivil engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $30.4M assets / 332 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$24.1M
- (Not disclosed)$6.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.8M premiums / 687 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$113K
- Life$77K
- Short-term disability$77K
- Long-term disability$77K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN
401(k)
Assets$24.1M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE KLEINGERS GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.2M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
THE KLEINGERS GROUP MEDICAL PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
THE KLEINGERS GROUP
Fully insured - DELTA DENTAL OF OHIO
Premiums$113K
Covered lives269
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE KLEINGERS GROUP
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$77K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN | 401(k) | $24.1M | 175 | 2025 |
| #002 | THE KLEINGERS GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.2M | 157 | 2025 |
- #001 · 401(k) · 2025175
- #002 · ESOP · 2025157
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | THE KLEINGERS GROUP MEDICAL PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $1.6M | 266 | 2025 |
| #502 | THE KLEINGERS GROUP | Fully insured | DELTA DENTAL OF OHIO | $113K | 269 | 2025 |
| #501 | THE KLEINGERS GROUP | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $77K | 152 | 2025 |
- #503 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025266
- THE KLEINGERS GROUP$113K#502 · Fully insured · DELTA DENTAL OF OHIO · 2025269
- #501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025152
Retirement plans
Health & Benefits plans