Klein Tools Retirement Savings Plan
Sponsored by Klein Tools, Inc. · EIN 263795226 · Plan #003
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 1,525
- With balances
- 1,935
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $160,816 |
| Fiducient Advisors | Consulting (general), Investment advisory (plan), Direct payment from the plan | $25,000 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $16,000 |
| Faegre Drinker Biddle & Reath Llp | Legal, Direct payment from the plan | $6,980 |