# Klingbeil Capital Management, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/klingbeil-capital-management-ltd-401k-plan

> Klingbeil Capital Management, Ltd.'s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klingbeil Capital Management, Ltd.

- **Sponsor EIN:** 943397989

- **Sponsor Address:** 10530 LINDON LAKE PLAZA, MANNASAS, VA, 20109

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

- **Total Participants:** 192

- **Total Assets:** $21.0M

## 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|192|$21.0M|$197,297|$1.0M|

| 2023|198|$19.6M|$188,686|$999,617|

| 2022|196|$17.5M|$172,653|$961,782|

## 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|

| NATIONWIDE|FUNDHOUSE|$40,208|—|$40,208|

| LPL FINANCIAL LLC|BROKER|—|$35,475|$35,475|

| APS - PENTEGRA|TPA|$6,321|$8,183|$14,504|

| PROACCOUNT|INVESTMENT ADVISORY PPTS|$9,159|—|$9,159|

| IRON FIDUCIARY|FIDUCIARY|$9,029|—|$9,029|

| GBQ PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — FUNDHOUSE

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — BROKER

- [APS - PENTEGRA](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — TPA

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY PPTS

- [GBQ PARTNERS](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,375

- **Estimated Expense Ratio:** 0.516% 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|$60,250|—|—|—|—|

| 2023|$98,371|—|—|—|—|

| 2022|$89,032|—|—|—|—|

## Similar Plans

- [Realty Payroll, INC.](https://planprovider.pro/companies/realty-payroll-inc-401k-plan) — 168 participants

- [Palms Associates, LLC](https://planprovider.pro/companies/palms-associates-llc-401k-plan) — 145 participants

- [Rw Towne Realty LLC](https://planprovider.pro/companies/rw-towne-realty-llc-401k-plan) — 129 participants

- [Bonaventure Property Management Services, LLC](https://planprovider.pro/companies/bonaventure-property-management-ser-401k-plan) — 296 participants

- [Bonaventure Shared Services, LLC](https://planprovider.pro/companies/bonaventure-shared-services-llc-401k-plan) — 64 participants

- [S2 INC.](https://planprovider.pro/companies/s2-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/klingbeil-capital-management-ltd-401k-plan)

© 2026 PlanProvider.Pro