Original filing (PDF)20250718094345NAL0002713682001

KATIE KLEIN ORTHODONTICS, LLC

Name: KATIE KLEIN ORTHODONTICS, LLC — KATIE KLEIN ORTHODONTICS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KATIE KLEIN ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

KATIE KLEIN ORTHODONTICS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KATIE KLEIN ORTHODONTICS, LLC

EIN

86-1648411all filings

Address

32 CHESTNUT STREET · NEEDHAM, MA · 02492

Phone

(781) 444-0846

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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