Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TK DENTAL-THOMAS S. KELLY,DDS & THOMAS R.KIMBERLY,DDS,INC.
EIN 34-1919363medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
20
3700 PARK EAST DRIVE, SUITE 180 - BEACHWOOD, OH 44122216-464-3777LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 20 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
TK DENTAL - THOMAS S. KELLY, DDS & THOMAS R. KIMBERLY, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TK DENTAL - THOMAS S. KELLY D.D.S. & THOMAS R. KIMBERLY, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$282K
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 | |
|---|---|---|---|---|---|---|
| 001 | TK DENTAL - THOMAS S. KELLY, DDS & THOMAS R. KIMBERLY, DDS 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 10 | 2025 | |
| 002 | TK DENTAL - THOMAS S. KELLY D.D.S. & THOMAS R. KIMBERLY, D.D.S. CASH BALANCE PLAN | CashBalance | $282K | 10 | 2024 |
Retirement plans