· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KLEIN DERMATOLOGY & ASSOCIATES — KLEIN DERMATOLOGY & ASSOCIATES 401K RETIREMENT P, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250212183138NAL0021746129001
KLEIN DERMATOLOGY & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
KLEIN DERMATOLOGY & ASSOCIATES 401K RETIREMENT P
401(k) retirement plan
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KLEIN DERMATOLOGY & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
KLEIN DERMATOLOGY & ASSOCIATES
EIN
04-3690857
Address
5200 MEADOWS ROAD, SUITE 250 · LAKE OSWEGO, OR · 97035
Phone
(503) 445-2200
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
STEPHEN R. GLASER, M.D., P.C.
STEPHEN R. GLASER, M.D., P.C. PROFIT SHARING PLAN
$3.9M · 19 participants
THE WOODLANDS SKIN SURGERY CENTE
THE WOODLANDS SKIN SURGERY CENTER, P.A. 401(K) PLAN
$3.9M · 41 participants
THOMAS C JONES MD PC
THOMAS C. JONES, MD PC 401(K) PROFIT SHARING PLAN
$3.9M · 57 participants
CLINICAL NEUROSCIENCES OF TAMPA BAY, LLP
CLINICAL NEUROSCIENCES OF TAMPA BAY, LLP 401(K) PROFIT SHARING PLAN AND TRUST
$3.9M · 13 participants
UROLOGICAL ASSOCIATES OF BRIDGEPORT, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UROLOGICAL ASSOCIATES OF BRIDGEPORT, P.C. PROFIT SHARING PLAN
$3.9M · 4 participants
PEDIATRIC ASSOCIATES OF DAVIDS
PEDIATRIC ASSOCIATES OF DAVIDS 401(K) PROFIT SHARING PLAN & TRUST
$3.9M · 10 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
