Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$921K
Filings through .
Klein & Walker Orthodontics LLC
EIN 46-3342446Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Health & Benefits
0
Participants
57
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 / $4.1M assets / 57 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KLEIN & WALKER ORTHODONTICS 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.1M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$921K
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KLEIN & WALKER ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401(k) | $3.1M | 28 | 2025 |
| #002 | KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $921K | 29 | 2025 |
- #001 · 401(k) · 202528
- #002 · Cash balance · 202529
Retirement plans