Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY WALKER, D.D.S., P.A.
EIN 27-4267415Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
16
1991 PULASKI HIGHWAY - BEAR, DE 19701302-832-2200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 16 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
KELLY WALKER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY WALKER, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$192K
Participants7
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 | KELLY WALKER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 9 | 2024 | |
| 002 | KELLY WALKER, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $192K | 7 | 2024 |
Retirement plans