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  2. JOHN R. KLEIN, MD. PC
Sponsor portfolio

JOHN R. KLEIN, MD. PC

EIN 20-2320179-medical practice-Latest filing 2025
Plans
2
Retirement
2
$719K assets
Welfare
0
Participants
12
6618 E CARONDELET DR - TUCSON, AZ 85710520-548-4208LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$506K - 6 part#001401k-$212K - 6 part

Retirement portfolio analytics

2 plans aggregated / $719K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • MD. PC 401(K) (#001)30%
Total $719KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • MD. PC 401(K) (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN R. KLEIN, MD, PC CASH BALANCE PLAN

CashBalance

Assets$506K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOHN R. KLEIN, MD. PC 401(K) PLAN

401k

Assets$212K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN R. KLEIN, MD, PC CASH BALANCE PLANCashBalance$506K62024
001JOHN R. KLEIN, MD. PC 401(K) PLAN401k$212K62025
Retirement plans
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