Civic Intelligence

Klaros Advisors LLC

Plan context: Klaros Advisors 401(K) Plan

EIN 84-2428473 • Walnut Creek, CA • 9 filings • 2 plans

500 Ygnacio Valley Road, Unit 410Walnut Creek, CA 94596
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$3,053,239

2024 Contributions

$719,878

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,482,745$2,241,373$0202020222024YearValue
$3,053,239Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130202020222024YearValue
26Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024226$3,053,239$719,878$27,688iApproximate average salary by contribution assumption: employee only about $692,190 at 4% or $461,460 at 6%; with 50% employer match about $461,460 at 4% or $307,640 at 6%; with 100% employer match about $346,095 at 4% or $230,730 at 6%.
Klaros Advisors 401(K) Plan-26$3,053,239$719,878$27,688iApproximate average salary by contribution assumption: employee only about $692,190 at 4% or $461,460 at 6%; with 50% employer match about $461,460 at 4% or $307,640 at 6%; with 100% employer match about $346,095 at 4% or $230,730 at 6%.
Klaros Advisors Cash Balance Plan-0$0$0-
2023225$4,482,745$1,073,650$42,946iApproximate average salary by contribution assumption: employee only about $1,073,650 at 4% or $715,767 at 6%; with 50% employer match about $715,767 at 4% or $477,178 at 6%; with 100% employer match about $536,825 at 4% or $357,883 at 6%.
Klaros Advisors Cash Balance Plan-14$2,332,741$432,780$30,913iApproximate average salary by contribution assumption: employee only about $772,821 at 4% or $515,214 at 6%; with 50% employer match about $515,214 at 4% or $343,476 at 6%; with 100% employer match about $386,411 at 4% or $257,607 at 6%.
Klaros Advisors 401(K) Plan-25$2,150,004$640,870$25,635iApproximate average salary by contribution assumption: employee only about $640,870 at 4% or $427,247 at 6%; with 50% employer match about $427,247 at 4% or $284,831 at 6%; with 100% employer match about $320,435 at 4% or $213,623 at 6%.
2022225$3,154,303$1,458,112$58,324iApproximate average salary by contribution assumption: employee only about $1,458,112 at 4% or $972,075 at 6%; with 50% employer match about $972,075 at 4% or $648,050 at 6%; with 100% employer match about $729,056 at 4% or $486,037 at 6%.
Klaros Advisors Cash Balance Plan-12$1,758,456$850,662$70,889iApproximate average salary by contribution assumption: employee only about $1,772,213 at 4% or $1,181,475 at 6%; with 50% employer match about $1,181,475 at 4% or $787,650 at 6%; with 100% employer match about $886,106 at 4% or $590,738 at 6%.
Klaros Advisors 401(K) Plan-25$1,395,847$607,450$24,298iApproximate average salary by contribution assumption: employee only about $607,450 at 4% or $404,967 at 6%; with 50% employer match about $404,967 at 4% or $269,978 at 6%; with 100% employer match about $303,725 at 4% or $202,483 at 6%.
2021219$1,943,693$1,795,678$94,509iApproximate average salary by contribution assumption: employee only about $2,362,734 at 4% or $1,575,156 at 6%; with 50% employer match about $1,575,156 at 4% or $1,050,104 at 6%; with 100% employer match about $1,181,367 at 4% or $787,578 at 6%.
Klaros Advisors Cash Balance Plan-8$982,815$977,865$122,233iApproximate average salary by contribution assumption: employee only about $3,055,828 at 4% or $2,037,219 at 6%; with 50% employer match about $2,037,219 at 4% or $1,358,146 at 6%; with 100% employer match about $1,527,914 at 4% or $1,018,609 at 6%.
Klaros Advisors 401(K) Plan-19$960,878$817,813$43,043iApproximate average salary by contribution assumption: employee only about $1,076,070 at 4% or $717,380 at 6%; with 50% employer match about $717,380 at 4% or $478,253 at 6%; with 100% employer match about $538,035 at 4% or $358,690 at 6%.
202019$127,257$112,721$12,525iApproximate average salary by contribution assumption: employee only about $313,114 at 4% or $208,743 at 6%; with 50% employer match about $208,743 at 4% or $139,162 at 6%; with 100% employer match about $156,557 at 4% or $104,371 at 6%.
Klaros Advisors 401(K) Plan-9$127,257$112,721$12,525iApproximate average salary by contribution assumption: employee only about $313,114 at 4% or $208,743 at 6%; with 50% employer match about $208,743 at 4% or $139,162 at 6%; with 100% employer match about $156,557 at 4% or $104,371 at 6%.