Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL C KLINE MD, INC
EIN 26-1881108medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
58
9 CORPORATE PARK, SUITE 150 - IRVINE, CA 92606949-653-9500oceyeassociates.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 58 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
DANIEL C. KLINE MD, INC. 401(K) SAVINGS PLAN
401k
Assets$2.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DANIEL C. KLINE, MD, INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants25
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 | DANIEL C. KLINE MD, INC. 401(K) SAVINGS PLAN | 401k | $2.7M | 33 | 2025 | |
| 002 | DANIEL C. KLINE, MD, INC DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 25 | 2025 |
Retirement plans