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  2. FRANK KARKAZIS, D.D.S.
Sponsor portfolio

FRANK KARKAZIS, D.D.S.

EIN 36-3789719-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
7
1029 HOWARD STREET, #201 - EVANSTON, IL 60202847-491-0660LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001CashBalance-$2.3M - 5 part#002OtherDC-$699K - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#001)77%
  • PLAN AND TRUST (#002)23%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • PLAN AND TRUST (#002)2
Total 7Click 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

FRANK KARKAZIS, D.D.S. DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FRANK KARKAZIS, D.D.S. 401(K) PLAN AND TRUST

OtherDC

Assets$699K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRANK KARKAZIS, D.D.S. DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$2.3M52024
002FRANK KARKAZIS, D.D.S. 401(K) PLAN AND TRUSTOtherDC$699K22024
Retirement plans
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