Klingbeil Capital Management 401(k) match, vesting and fees
What Klingbeil Capital Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Gbq Partners (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Klingbeil Capital Management: employer contribution per participant | $815 | |
| Peer median | $1,680 |
| Klingbeil Capital Management: average balance | $86,772 | |
| Peer median | $52,722 |
| Klingbeil Capital Management: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.1M at the end of plan year 2021 to $21M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 301 | $21M | $197K | $815 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 300 | $19.6M | $189K | $720 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 295 | $17.5M | $173K | $691 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 287 | $19.1M | $174K | $731 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Klingbeil Capital Management match 401(k) contributions?
The match terms for the Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $197K in employer contributions, about $815 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Klingbeil Capital Management 401(k) match vested?
The vesting schedule for the Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Klingbeil Capital Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Klingbeil Capital Management, Ltd..
I left Klingbeil Capital Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Klingbeil Capital Management, Ltd., (703) 396-9380) or the recordkeeper, Nationwide. The Klingbeil Capital Management old 401(k) page lists the contacts from every plan filing. Find an old Klingbeil Capital Management 401(k)
Data from the public Form 5500 annual reports Klingbeil Capital Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Klingbeil Capital Management. Not financial advice. Report a correction · Methodology