Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEWITT DENTAL PROFESSIONALS, PLLC
EIN 45-4109467medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 16 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
KIMBERLY SMALLEY, D.D.S. 401(K) RETIREMENT PLAN
401k
Assets$914K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIMBERLY SMALLEY, D.D.S. CASH BALANCE PLAN
CashBalance
Assets$146K
Participants8
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 | KIMBERLY SMALLEY, D.D.S. 401(K) RETIREMENT PLAN | 401k | $914K | 8 | 2024 | |
| 002 | KIMBERLY SMALLEY, D.D.S. CASH BALANCE PLAN | CashBalance | $146K | 8 | 2024 |
Retirement plans