Original filing (PDF)20251006104233NAL0001996803001

KLINEDINST PC

Name: KLINEDINST PC — KLINEDINST PC 401K PLAN I, Form 5500 (2024)
Creator: KLINEDINST PC

Form 5500-SF

FILING_RECEIVED

KLINEDINST PC 401K PLAN I

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLINEDINST PC.

Plan sponsor

Name

KLINEDINST PC

EIN

33-0075004

Address

501 WEST BROADWAY SUITE 1100 · SAN DIEGO, CA · 921013584

Phone

(619) 400-8000

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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