Klein Financial Corporation 401(k) Profit Sharing Plan

Wealthminder's Take

Klein Financial Corporation 401(k) Profit Sharing Plan at Klein Financial Corporation in the Real Estate and Rental and Leasing industry has an unknown number of investment options, and a total of $1,105,526.00 in assets. With 21 participants, the Klein Financial Corporation 401(k) Profit Sharing Plan has an average balance per participant of $52,644.10.

Plan Ratings
Compared to other Real Estate and Rental and Leasing plans
Wealthminder Rating
4
57
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
91
Company Match Level
34
Employee Participation Rate
18
Employee Contribution Level
76
Average Balance Size
73
Klein Financial Corporation Details
Address
2607 Fresno Street, Suite A
Fresno, CA 93721
Telephone
559-441-7901
Total Assets
$1,105,526.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
21
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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