Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
SAM KADAN D.M.D. P.C.
EIN 23-3071138Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
60
1500 HORIZON DRIVE, SUITE 107 - CHALFONT, PA 18914215-997-0599teethsostraight.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 60 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#001
SAM KADAN D.M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAM KADAN, D.M.D. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$2.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAM KADAN D.M.D. 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 40 | 2025 | |
| 002 | SAM KADAN, D.M.D. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $2.3M | 20 | 2024 |
Retirement plans