Retirement plan

KLIMAN SALES, INC. EMPLOYEES PROFIT SHARING PLAN

Name: KLIMAN SALES, INC. - KLIMAN SALES, INC. EMPLOYEES PROFIT SHARING PLAN (2025) Form 5500
Creator: KLIMAN SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KLIMAN SALES, INC. EMPLOYEES PROFIT SHARING PLAN, KLIMAN SALES, INC.

KLIMAN SALES, INC.EIN 94-2525327Plan #001PY 2025

8560 23RD AVENUE - SACRAMENTO, CA 95826916-379-0784klimansales.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.5M

+18.5% from 2024

Total participants

+2.8% from 2024

Average account balance

$175,606

+15.3% from 2024

Annual return

9.20%

+0.32 pp from 2024

Benchmarks

See 4,881 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort4,881 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$176K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$542K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$860

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32K

$1225 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.490%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,606

$96,731+81.5%

$123,973+41.6%

$86,983+101.9%

Participation rate

100.0%

70.0%+30.0pp

76.7%+23.3pp

69.5%+30.5pp

Annual return

9.20%

17.33%-8.1pp

388.13%-378.9pp

25.83%-16.6pp

Employer contribution / active EE

$11,706

$3,297+255.1%

$4,126+183.7%

$2,584+352.9%

Participant deferral / active EE

$9,129

$4,152+119.9%

$5,247+74.0%

$4,194+117.7%

Admin fee / account holder

$860

$8,722-90.1%

$11,799-92.7%

$7,856-89.0%

KLIMAN SALES, INC. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KLIMAN SALES, INC. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion