Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MITCHELL A. KLINE, M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.5M | 9 | 2024 | |
| 001 | MITCHELL A. KLINE, MD, PC PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 10 | 2024 |