Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELENA E. KURZ, D.M.D., P.C.
EIN 26-1322674Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
17
3617 BRASELTON HIGHWAY, SUITE 102 - DACULA, GA 30019770-904-6088
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 17 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#003
ELENA E. KURZ, D.M.D., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$778K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ELENA E. KURZ, D.M.D., P.C. 401(K) PLAN
401k
Assets$740K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ELENA E. KURZ, D.M.D., P.C. CASH BALANCE PENSION PLAN | CashBalance | $778K | 7 | 2024 | |
| 002 | ELENA E. KURZ, D.M.D., P.C. 401(K) PLAN | 401k | $740K | 10 | 2024 |
Retirement plans