# The Klein Group 401(k) Plan
Source: https://planprovider.pro/companies/the-klein-group-401k-plan

> The Klein Group's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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