Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
JACOB E KOCH DDS PC DBA KOCH ORTHODONTICS
EIN 45-2749166Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
67
55 TOWLER ROAD #4717 - LAWRENCEVILLE, GA 30046770-962-9560
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 67 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#002
JACOB E KOCH DDS PC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACOB E KOCH DDS PC 401(K) PLAN
401k
Assets$1.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JACOB E KOCH DDS PC CASH BALANCE PLAN | CashBalance | $1.7M | 31 | 2024 | |
| 001 | JACOB E KOCH DDS PC 401(K) PLAN | 401k | $1.2M | 36 | 2024 |
Retirement plans