Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
KLEIN & COMPANY MANAGEMENT, INC.
EIN 47-3458272accountingLatest filing 2024
Plans
2
Retirement
2
$997K assets
Welfare
0
Participants
4
5950 CANOGA AVE., SUITE 510 - WOODLAND HILLS, CA 913675089818-444-2400LinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $997K 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
KLEIN & COMPANY MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$550K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KLEIN & COMPANY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$447K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLEIN & COMPANY MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $550K | 2 | 2024 | |
| 001 | KLEIN & COMPANY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $447K | 2 | 2024 |
Retirement plans