Assets by plan
Share of aggregate retirement assets
Filings through .
Sedalia Dental - Dr. Katherine Carroll DMD, Inc
EIN 27-1900001medical practiceLatest filing 2025
Plans
3
Retirement
3
$1.9M assets
Health & Benefits
0
Participants
96
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 96 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SEDALIA DENTAL- DR. KATHERINE CARROLL DMD, INC. 401(K) PLAN
401(k)
Assets$1.1M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SEDALIA DENTAL - DR. KATHERINE CARROLL DMD, INC CASH BALANCE PLAN
Cash balance
Assets$702K
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SEDALIA DENTAL PROFIT SHARING PLAN
Profit-sharing
Assets$82K
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SEDALIA DENTAL- DR. KATHERINE CARROLL DMD, INC. 401(K) PLAN | 401(k) | $1.1M | 42 | 2024 |
| #002 | SEDALIA DENTAL - DR. KATHERINE CARROLL DMD, INC CASH BALANCE PLAN | Cash balance | $702K | 23 | 2025 |
| #003 | SEDALIA DENTAL PROFIT SHARING PLAN | Profit-sharing | $82K | 31 | 2024 |
- #001 · 401(k) · 202442
- #002 · Cash balance · 202523
- #003 · Profit-sharing · 202431
Retirement plans