Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENNIFER CAUDILL, MD, PLLC
EIN 45-2672063medical practiceLatest filing 2024
Plans
2
Retirement
2
$832K assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $832K assets / 22 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
CAUDILL, KADO & CO., DERMATOLOGY 401(K) PROFIT SHARING PLAN
401k
Assets$420K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAUDILL, KADO & CO., DERMATOLOGY CASH BALANCE PLAN
CashBalance
Assets$412K
Participants9
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 | CAUDILL, KADO & CO., DERMATOLOGY 401(K) PROFIT SHARING PLAN | 401k | $420K | 13 | 2024 | |
| 002 | CAUDILL, KADO & CO., DERMATOLOGY CASH BALANCE PLAN | CashBalance | $412K | 9 | 2024 |
Retirement plans