KLEIN & WILSON 401(K) PROFIT SHARING PLAN

[ EIN: 33-0669303 | Plan No. 001 ]

Form 5500 filing classifies KLEIN & WILSON 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by KLEIN & WILSON LLP. The plan is a Large Plan with 20 participants and total assets of $7,698,928 reported for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: KLEIN & WILSON LLP

Location: 4770 VON KARMAN AVE, NEWPORT BEACH, CA 92660

EIN: 330669303

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 20

Total Assets: $7,698,928

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