Klein Paull Holleb & Jacobs Ltd DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Klein Paull Holleb & Jacobs Ltd
  • Sponsor EIN: 364103701
  • Sponsor Address: 660 LASALLE PLACE, HIGHLAND PARK, IL, 600353505
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $528,020

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$528,020$0$61,000
20233$2.1M$0$60,000
20223$1.5M$0$25,000

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