How big is Katie Klein Orthodontics, LLC's plan?

Katie Klein Orthodontics, LLC's plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20251014164531NAL0003319025001

Katie Klein Orthodontics, LLC

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

Form 5500-SF

FILING_RECEIVED

Katie Klein Orthodontics, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Katie Klein Orthodontics, LLC's Katie Klein Orthodontics, LLC Cash Balance Pension Plan held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Michael Klein signed Katie Klein Orthodontics, LLC's 2024 Form 5500 as plan administrator.

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

Katie Klein Orthodontics, LLC's EIN is 86-1648411.

EIN 86-1648411

Plan number 002

Plan year 2024

ACK ID 20251014164531NAL0003319025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Katie Klein Orthodontics, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATIE KLEIN 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score