Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLEY ORTHODONTICS, P.C.
EIN 30-0219282Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
38
1065-E JOHNNIE DODDS BOULEVARD - MT. PLEASANT, SC 294646153843-856-9323
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 38 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
KELLEY ORTHODONTICS, P.C. 401(K) PLAN
401k
Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLEY ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$548K
Participants17
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 | KELLEY ORTHODONTICS, P.C. 401(K) PLAN | 401k | $1.6M | 21 | 2024 | |
| 002 | KELLEY ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $548K | 17 | 2024 |
Retirement plans