Sponsor portfolio
KLEIN MANAGEMENT COMPANY
EIN 34-1143353Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
Participants
32
7380 BRECKSVILLE ROAD - INDEPENDENCE, OH 44131216-970-3301
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLEIN GROUP PROFIT SHARING PLAN
401k
Assets$5.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
KLEIN MANAGEMENT COMPANY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLEIN GROUP PROFIT SHARING PLAN | 401k | $5.2M | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KLEIN MANAGEMENT COMPANY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans