Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KLINE SIMON LAW FIRM, PC
EIN 99-0598336Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$397K assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $397K assets / 4 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
KLINE SIMON LAW FIRM, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$386K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KLINE SIMON LAW FIRM, PC RETIREMENT PLAN
ProfitSharing
Assets$11K
Participants2
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 | KLINE SIMON LAW FIRM, PC CASH BALANCE PENSION PLAN | CashBalance | $386K | 2 | 2025 | |
| 001 | KLINE SIMON LAW FIRM, PC RETIREMENT PLAN | ProfitSharing | $11K | 2 | 2025 |
Retirement plans