Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORVILLE J. STEIN, JR., DMD, PLLC
EIN 46-2776755Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
218 W. JOHN FITCH AVENUE - BARDSTOWN, KY 40004502-331-5929
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 13 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
ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORVILLE J. STEIN, JR., DMD, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
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 | ORVILLE J. STEIN, JR., DMD, PLLC, 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.6M | 7 | 2025 | |
| 002 | ORVILLE J. STEIN, JR., DMD, PLLC CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2025 |
Retirement plans