KLEE CONSULTING, LLC CASH BALANCE PLAN

[ EIN: 02-0719776 | Plan No. 002 ]

Form 5500 records indicate that KLEE CONSULTING, LLC CASH BALANCE PLAN is a Defined Benefit plan sponsored by KLEE CONSULTING, LLC. The plan is classified as a Small Plan with 3 participants and assets totaling $249,678 for the 2023 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: KLEE CONSULTING, LLC

Location: 3786 QUIMBY ROAD, SAN JOSE, CA 95148

EIN: 020719776

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 3

Total Assets: $249,678

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