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Sponsor portfolio

KAPADIA ORTHODONTICS

EIN 46-3357554-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$524K assets
Welfare
0
Participants
8
405 ALEXANDRIA BLVD. SUITE 110 - OVIEDO, FL 32765407-902-8637
Plans on this EIN
2 filings
#002CashBalance-$302K - 3 part#001401k-$222K - 5 part

Retirement portfolio analytics

2 plans aggregated / $524K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • KAPADIA ORTHODONTICS 401(K) (#001)42%
Total $524KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KAPADIA ORTHODONTICS 401(K) (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KAPADIA ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$302K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KAPADIA ORTHODONTICS 401(K) PLAN

401k

Assets$222K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KAPADIA ORTHODONTICS CASH BALANCE PLANCashBalance$302K32025
001KAPADIA ORTHODONTICS 401(K) PLAN401k$222K52025
Retirement plans
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