Plan Snapshot
- Plan Sponsor: Klingenstein, Fields & Co., L.P.
- Sponsor EIN: 133479093
- Sponsor Address: 125 PARK AVENUE, NEW YORK, NY, 100175529
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $71.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 49 | $71.3M | $0 | $0 |
| 2024 | 41 | $61.0M | $1.3M | $713,557 |
| 2023 | 41 | $51.8M | $1.2M | $708,887 |
| 2022 | 39 | $41.6M | $1.1M | $608,389 |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants