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  2. Klinedinst PC
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Klinedinst PC

EIN 33-0075004-law practice-Latest filing 2025
Plans
3
Retirement
2
$28.3M assets
Health & Benefits
1
$2.4M premiums
Participants
423
501 WEST BROADWAY SUITE 1100 - SAN DIEGO, CA 921013584619-400-8000klinedinstlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$16.9M - 125 part#002401(k)-$11.4M - 104 part#502Mixed-$2.4M - 151 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $28.3M assets / 229 participants

Assets by plan

Share of aggregate retirement assets

  • 401K PLAN I (#001)$16.9M
  • 401K PLAN II (#002)$11.4M
Total $28.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K PLAN I (#001)125
  • 401K PLAN II (#002)104
Total 229Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$170K
  • Life$124K
  • Long-term disability$124K
Total $2.4M4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KLINEDINST PC 401K PLAN I

401(k)

Assets$16.9M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

KLINEDINST PC 401K PLAN II

401(k)

Assets$11.4M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

KLINEDINST PC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives151
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KLINEDINST PC 401K PLAN I401(k)$16.9M1252025
#002KLINEDINST PC 401K PLAN II401(k)$11.4M1042025
  • KLINEDINST PC 401K PLAN I$16.9M
    #001 · 401(k) · 2025125
  • KLINEDINST PC 401K PLAN II$11.4M
    #002 · 401(k) · 2025104

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502KLINEDINST PC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M1512025
  • KLINEDINST PC HEALTH AND WELFARE PLAN$2.4M
    #502 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025151
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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