Plan Snapshot
- Plan Sponsor: The Klein Group
- Sponsor EIN: 272468107
- Sponsor Address: 640 5TH AVE FL 12, NEW YORK, NY, 100196102
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 51 | $5.7M | $239,532 | $689,250 |
| 2023 | 37 | $4.5M | $234,336 | $507,328 |
| 2022 | 36 | $3.3M | $201,899 | $507,933 |