Original filing (PDF)20231005103558NAL0021009265001

STEVEN M. KLEIN DDS PC

Name: STEVEN M. KLEIN DDS PC — STEVEN M. KLEIN DDS PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: STEVEN M. KLEIN DDS PC

Form 5500-SF

FILING_RECEIVED

STEVEN M. KLEIN DDS PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN M. KLEIN DDS PC.

Plan sponsor

Name

STEVEN M. KLEIN DDS PC

EIN

13-3898250all filings

Address

27 HILLANDALE ROAD · RYE BROOK, NY · 10573

Phone

(914) 690-0071

Industry