Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALVIN S. KIM, DMD, INC.
EIN 20-2702487Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 12 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#002
CALVIN S. KIM, DMD RETIREMENT PLAN
CashBalance
Assets$5.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CALVIN S. KIM, DMD 401(K) PROFIT SHARING PLAN
401k
Assets$696K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALVIN S. KIM, DMD RETIREMENT PLAN | CashBalance | $5.4M | 6 | 2025 | |
| 001 | CALVIN S. KIM, DMD 401(K) PROFIT SHARING PLAN | 401k | $696K | 6 | 2025 |
Retirement plans