Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATIE KLEIN ORTHODONTICS, LLC
EIN 86-1648411medical practiceLatest filing 2025
Plans
2
Retirement
2
$206K assets
Welfare
0
Participants
15
32 CHESTNUT STREET - NEEDHAM, MA 02492781-444-0846kleinsmiles.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $206K assets / 15 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#002
KATIE KLEIN ORTHODONTICS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$149K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KATIE KLEIN ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$57K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KATIE KLEIN ORTHODONTICS, LLC CASH BALANCE PENSION PLAN | CashBalance | $149K | 2 | 2024 | |
| 001 | KATIE KLEIN ORTHODONTICS, LLC 401(K) PLAN | 401k | $57K | 13 | 2025 |
Retirement plans