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Sponsor portfolio

SEDALIA DENTAL - DR. KATHERINE CARROLL D.M.D., INC.

EIN 27-1900001-medical practice-Latest filing 2024
Plans
3
Retirement
3
$1.5M assets
Welfare
0
Participants
92
337 MAIN ST., SUITE A - GROVEPORT, OH 43125614-353-5604LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$1.1M - 42 part#002CashBalance-$306K - 19 part#003ProfitSharing-$82K - 31 part

Retirement portfolio analytics

3 plans aggregated / $1.5M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DMD, INC. 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)20%
  • PROFIT SHARING PLAN (#003)5%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD, INC. 401(K) (#001)42
  • PROFIT SHARING PLAN (#003)31
  • CASH BALANCE PLAN (#002)19
Total 92Click 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

SEDALIA DENTAL- DR. KATHERINE CARROLL DMD, INC. 401(K) PLAN

401k

Assets$1.1M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEDALIA DENTAL - DR. KATHERINE CARROLL DMD, INC CASH BALANCE PLAN

CashBalance

Assets$306K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SEDALIA DENTAL PROFIT SHARING PLAN

ProfitSharing

Assets$82K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SEDALIA DENTAL- DR. KATHERINE CARROLL DMD, INC. 401(K) PLAN401k$1.1M422024
002SEDALIA DENTAL - DR. KATHERINE CARROLL DMD, INC CASH BALANCE PLANCashBalance$306K192024
003SEDALIA DENTAL PROFIT SHARING PLANProfitSharing$82K312024
Retirement plans
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