Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KLEIN FINANCIAL CORPORATION
EIN 77-0021908real estateLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
66
466 W. FALLBROOK AVE., STE 104 - FRESNO, CA 93711559-441-7901klein-financial.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 66 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#001
KLEIN FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$5.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KLEIN FINANCIAL CORPORATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$771K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLEIN FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $5.3M | 32 | 2025 | |
| 002 | KLEIN FINANCIAL CORPORATION DEFINED BENEFIT PLAN | TraditionalDB | $771K | 34 | 2024 |
Retirement plans