Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.2M assets / 25 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KISER DENTAL RETIREMENT SAVINGS PLAN | Profit-sharing | $1.2M | 15 | 2025 |
| #003 | KISER DENTAL CASH BALANCE PLAN | Cash balance | $1.1M | 10 | 2025 |