How big is Casey Klein DDS PLLC's plan?

Casey Klein DDS PLLC's plan reported $347K in assets and 8 participants for 2024.

Original filing (PDF)20250625115831NAL0019312290001

Casey Klein DDS PLLC

Name: Casey Klein DDS PLLC — Casey Klein DDS PLLC 401(k), Form 5500 (2024)
Creator: Casey Klein DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey Klein DDS PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Casey Klein DDS PLLC's Casey Klein DDS PLLC 401(k) Profit Sharing Plan & Trust held $347K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Tiger Lansing signed Casey Klein DDS PLLC's 2024 Form 5500 as plan administrator.

Tiger Lansing — 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

Casey Klein DDS PLLC's EIN is 82-0615552.

EIN 82-0615552

Plan number 001

Plan year 2024

ACK ID 20250625115831NAL0019312290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casey Klein DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casey Klein DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASEY KLEIN DDS PLLC.

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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