# Klein Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/klein-products-inc-401k-plan

> Klein Products, INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klein Products, INC.

- **Sponsor EIN:** 952105141

- **Sponsor Address:** P.O. BOX 3700, ONTARIO, CA, 917610970

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|131|$4.1M|$134,417|$297,311|

| 2023|118|$3.4M|$123,999|$280,425|

| 2022|102|$2.8M|$118,010|$245,899|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$20,971|—|$20,971|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,971

- **Estimated Expense Ratio:** 0.517% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$20,971|—|—|—|—|

| 2023|$17,764|—|$499|—|—|

| 2022|$17,265|—|—|—|—|

## Similar Plans

- [Packaging Aids Corporation](https://planprovider.pro/companies/packaging-aids-corporation-401k-plan) — 126 participants

- [Adco Manufacturing](https://planprovider.pro/companies/adco-manufacturing-plan-003) — 149 participants

- [Jwc Environmental, INC.](https://planprovider.pro/companies/jwc-environmental-inc-401k-plan) — 154 participants

- [Tonal Systems, INC.](https://planprovider.pro/companies/tonal-systems-inc-401k-plan) — 172 participants

- [Allied Telesis, INC.](https://planprovider.pro/companies/allied-telesis-inc-401k-plan) — 178 participants

- [Drum Workshop, INC.](https://planprovider.pro/companies/drum-workshop-inc-401k-plan) — 184 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/klein-products-inc-401k-plan)

© 2026 PlanProvider.Pro