Klein, Paull, Holleb & Jacobs, Ltd. DB 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: DB
  • Total Participants: 2
  • Total Assets: $257,529

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.
20242$257,529$31,500$0
20232$221,993$29,350$0
20222$886,701$259,085$0

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