Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY K. PACHA, D.D.S., P.L.
EIN 20-5604403medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
7
320 N. MAITLAND AVENUE, SUITE B - MAITLAND, FL 32751407-647-1346jeffreypachadds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 7 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
JEFFREY K. PACHA, D.D.S., P.L. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY K. PACHA, D.D.S. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
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 | JEFFREY K. PACHA, D.D.S., P.L. CASH BALANCE PLAN | CashBalance | $2.3M | 1 | 2025 | |
| 001 | JEFFREY K. PACHA, D.D.S. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 6 | 2024 |
Retirement plans