How big is Roxana Kline, M.D., LLC's plan?

Roxana Kline, M.D., LLC's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20251003092705NAL0000756371001

Roxana Kline, M.D., LLC

Name: Roxana Kline, M.D., LLC — Roxana Kline, M. D. , LLC, Form 5500 (2024)
Creator: Roxana Kline, M.D., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roxana Kline, M. D. , LLC 401(k) Plan

401(k) retirement plan · Roxana Kline, M.D., LLC's Roxana Kline, M. D. , LLC 401(k) Plan held $2.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Roxana G Kline MD signed Roxana Kline, M.D., LLC's 2024 Form 5500 as plan administrator.

Roxana G Kline MD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roxana Kline, M.D., LLC's EIN is 30-0302377.

EIN 30-0302377

Plan number 002

Plan year 2024

ACK ID 20251003092705NAL0000756371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roxana Kline, M.D., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roxana Kline, M.D., LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROXANA KLINE, M.D., LLC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ROXANA KLINE, M.D., LLC

EIN

all filings

Address

18 OLD LYME ROAD · SCARSDALE, NY · 10583

Phone

(914) 725-0330

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator