Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$1.7M
- PLAN & TRUST (#002)$1.6M
Filings through .
Karl A. Smith, D.D.S., M.S., L.L.C.
EIN 01-0681376health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Health & Benefits
0
Participants
22
2500 NORTH VAN DORN STREET, SUITE 128 - ALEXANDRIA, VA 22302703-894-4867drkarlsmith.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.7M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST
401(k)
Assets$1.6M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $1.7M | 10 | 2025 |
| #002 | KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST | 401(k) | $1.6M | 12 | 2025 |
- #003 · Cash balance · 202510
- #002 · 401(k) · 202512
Retirement plans