Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
KLEIN & WALKER ORTHODONTICS LLC
EIN 46-3342446Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
69
8631 W. 150TH STREET, SUITE 102 - OVERLAND PARK, KS 66223913-681-8138kleinwalkerorthodontics.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 69 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
KLEIN & WALKER ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$921K
Participants29
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 | KLEIN & WALKER ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 40 | 2024 | |
| 002 | KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $921K | 29 | 2025 |
Retirement plans