How big is Kline Family Dentistry's plan?

Kline Family Dentistry's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250723085015NAL0008046642001

Kline Family Dentistry

Name: Kline Family Dentistry — Truwealth Retirement, Form 5500 (2024)
Creator: Kline Family Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truwealth Retirement Solutions AS Adopted by Kline Family Dentistry

401(k) retirement plan · Kline Family Dentistry's Truwealth Retirement Solutions AS Adopted by Kline Family Dentistry held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Tammy Julian signed Kline Family Dentistry's 2024 Form 5500 as plan administrator.

Tammy Julian — 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

Kline Family Dentistry's EIN is 45-0435608.

EIN 45-0435608

Plan number 002

Plan year 2024

ACK ID 20250723085015NAL0008046642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kline Family Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kline Family Dentistry's plan includes profit-sharing, ERISA 404(c) participant direction, 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 KLINE FAMILY DENTISTRY.

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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