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  2. RYAN L. CAUDILL, DMD, MSD, PA
Sponsor portfolio

RYAN L. CAUDILL, DMD, MSD, PA

EIN 26-0214267-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
60
270 N SYKES CREEK PKWY SUITE 104 - MERRITT ISLAND, FL 32935321-259-3237
Plans on this EIN
2 filings
#001401k-$2.5M - 30 part#002CashBalance-$1.5M - 30 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MSD, PA 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MSD, PA 401(K) (#001)30
  • CASH BALANCE PLAN (#002)30
Total 60Click 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

RYAN L. CAUDILL, DMD, MSD, PA 401(K) PLAN

401k

Assets$2.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RYAN L. CAUDILL, DMD, MSD, PA CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RYAN L. CAUDILL, DMD, MSD, PA 401(K) PLAN401k$2.5M302025
002RYAN L. CAUDILL, DMD, MSD, PA CASH BALANCE PLANCashBalance$1.5M302025
Retirement plans
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