Original filing (PDF)20250620161732NAL0010011186001

KLEIN'S PHARMACY AND ORTHOPEDIC APPLIANCES, INC.

Name: KLEIN'S PHARMACY AND ORTHOPEDIC APPLIANCES, INC. — ANCORA - MEP, Form 5500 (2024)
Creator: KLEIN'S PHARMACY AND ORTHOPEDIC APPLIANCES, INC.

Form 5500-SF

FILING_RECEIVED

ANCORA - MEP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 KLEIN'S PHARMACY AND ORTHOPEDIC APPLIANCES, INC..

Plan sponsor

Name

KLEIN'S PHARMACY AND ORTHOPEDIC APPLIANCES, INC.

EIN

34-1151432

Address

2015 STATE ROAD · CUYAHOGA FALLS, OH · 44223

Phone

(330) 928-3720

Industry

Retail Tradesee all

Plan administrator

Name

THE ANCORA GROUP, INC.

EIN

27-1506603

City

MAYFIELD HEIGHTS, OH

Phone

(216) 825-4000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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