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  2. ANDREW J. KAPUST, DDS, P.S.
Sponsor portfolio

ANDREW J. KAPUST, DDS, P.S.

EIN 20-0490740-medical practice-Latest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
38
344 CLEVELAND AVE., STE. J - OLYMPIA, WA 985013342360-867-1826getyoursmileon.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$5.8M - 22 part#002CashBalance-$1.7M - 16 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) RETIREMENT Savings (#001)78%
  • CASH BALANCE PLAN (#002)22%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)22
  • CASH BALANCE PLAN (#002)16
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANDREW J. KAPUST, DDS, P.A. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$5.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDREW J. KAPUST, DDS, P.S. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDREW J. KAPUST, DDS, P.A. 401(K) RETIREMENT SAVINGS PLAN401k$5.8M222024
002ANDREW J. KAPUST, DDS, P.S. CASH BALANCE PLANCashBalance$1.7M162024
Retirement plans
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