Assets by plan
Share of aggregate retirement assets
- MD. PC 401(K) (#001)$212K
Filings through .
John R. Klein, MD, PC
EIN 20-2320179medical practiceLatest filing 2025
Plans
2
Retirement
2
$820K assets
Health & Benefits
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $820K assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JOHN R. KLEIN, MD, PC CASH BALANCE PLAN
Cash balance
Assets$608K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JOHN R. KLEIN, MD. PC 401(K) PLAN
401(k)
Assets$212K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JOHN R. KLEIN, MD, PC CASH BALANCE PLAN | Cash balance | $608K | 8 | 2025 |
| #001 | JOHN R. KLEIN, MD. PC 401(K) PLAN | 401(k) | $212K | 6 | 2025 |
- #002 · Cash balance · 20258
- #001 · 401(k) · 20256
Retirement plans