# Stephen J. Klein, Dds DC Plan
Source: https://planprovider.pro/companies/stephen-j-klein-dds-plan

> Stephen J. Klein, Dds's DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stephen J. Klein, Dds

- **Sponsor EIN:** 113535551

- **Sponsor Address:** 250 HARBOR ACRES ROAD, SANDS POINT, NY, 11050

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$5.0M|$160,531|$0|

| 2023|7|$4.4M|$147,121|$0|

| 2022|7|$3.8M|$141,963|$0|

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