How big is Klein & Walker Orthodontics LLC's plan?

Klein & Walker Orthodontics LLC's plan reported $2.9M in assets and 21 participants for 2024.

Original filing (PDF)20251007133337NAL0002712243001

Klein & Walker Orthodontics LLC

Name: Klein & Walker Orthodontics LLC — Klein & Walker, Form 5500 (2024)
Creator: Klein & Walker Orthodontics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein & Walker Orthodontics LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Klein & Walker Orthodontics LLC's Klein & Walker Orthodontics LLC 401(k) Profit Sharing Plan held $2.9M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Dr. Michael Klein signed Klein & Walker Orthodontics LLC's 2024 Form 5500 as plan administrator.

Dr. Michael Klein — 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

Klein & Walker Orthodontics LLC's EIN is 46-3342446.

EIN 46-3342446

Plan number 001

Plan year 2024

ACK ID 20251007133337NAL0002712243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein & Walker Orthodontics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein & Walker Orthodontics LLC'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 KLEIN & WALKER ORTHODONTICS LLC.

Finding similar companies…

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