Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARKER KLINE FINANCE & INVESTMENT
EIN 47-4023295investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 8 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
PARKER KLINE FINANCE & INVESTMENT 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARKER KLINE FINANCE & INVESTMENT CASH BALANCE PLAN
CashBalance
Assets$507K
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 | PARKER KLINE FINANCE & INVESTMENT 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 4 | 2025 | |
| 002 | PARKER KLINE FINANCE & INVESTMENT CASH BALANCE PLAN | CashBalance | $507K | 4 | 2025 |
Retirement plans