Sponsor portfolio
KLEINFIELD WEALTH GROUP LLC
EIN 47-1267355individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$711K assets
Welfare
0
Participants
3
9726 COMMERCE CENTER CT - FORT MYERS, FL 339083609239-322-5020LinkedIn1-10 employeesindividual & family services
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 | KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $711K | 3 | 2025 |
Retirement plans