Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KLAIN, HEASLEY, NETTLETON, MD PC
EIN 25-1738074Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
11
107 GREENVIEW DRIVE - INDIANA, PA 15701724-459-9111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLAIN, HEASLEY, NETTLETON, MD PC 401(K) PROFIT SHARING PLAN
401k
Assets$6.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KLAIN, HEASLEY, NETTLETON, MD PC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLAIN, HEASLEY, NETTLETON, MD PC 401(K) PROFIT SHARING PLAN | 401k | $6.0M | 7 | 2024 | |
| 002 | KLAIN, HEASLEY, NETTLETON, MD PC CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2024 |
Retirement plans