Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
KARL A. SMITH, D.D.S., M.S., L.L.C.
EIN 01-0681376health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
25
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 / $2.8M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST
401k
Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KEEP SMILING DENTAL CARE DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.5M | 13 | 2024 | |
| 002 | KEEP SMILING DENTAL CARE RETIREMENT PLAN & TRUST | 401k | $1.3M | 12 | 2024 |
Retirement plans