Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KITTLESON ORTHODONTICS, S.C.
EIN 39-1884279health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
24
10521 N. PORT WASHINGTON RD., SUITE 100 - MEQUON, WI 53092262-241-3141kittlesonorthodontics.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 24 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
KITTLESON ORTHODONTICS, S.C. RETIREMENT SAVINGS PLAN
401k
Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KITTLESON ORTHODONTICS, INC 401K PLAN
401k
Assets$2.0M
Participants11
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 | KITTLESON ORTHODONTICS, S.C. RETIREMENT SAVINGS PLAN | 401k | $2.5M | 13 | 2025 | |
| 002 | KITTLESON ORTHODONTICS, INC 401K PLAN | 401k | $2.0M | 11 | 2024 |
Retirement plans