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

> Klein Tools, INC.'s 401(k) plan: 1,525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 263795226

- **Sponsor Address:** 500 KLEIN TOOLS BLVD., MANSFIELD, TX, 76063

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

- **Total Participants:** 1,525

- **Total Assets:** $179.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,525|$179.8M|$5.7M|$10.0M|

| 2023|1,533|$161.5M|$5.5M|$9.6M|

| 2022|1,501|$136.0M|$5.1M|$9.1M|

## 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|

| SIKICH CPA LLC|Auditor|$16,000|—|$16,000|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.009% 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|$216,792|$6,250|—|$16,000|—|

| 2023|$269,856|—|—|$16,000|—|

| 2022|$209,879|$25,000|—|—|$41,489|

## Similar Plans

- [Adkison Tools, INC.](https://planprovider.pro/companies/adkison-tools-inc-plan) — 1 participants

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