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  2. RICHARD M. OAKLEY, D.D.S., CHARTERED
Sponsor portfolio

RICHARD M. OAKLEY, D.D.S., CHARTERED

EIN 48-0872841-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
24
5811 NALL AVENUE - MISSION, KS 66202913-722-3253
Plans on this EIN
2 filings
#004401k-$4.3M - 14 part#005CashBalance-$1.2M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#004)78%
  • CASH BALANCE PLAN (#005)22%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)14
  • CASH BALANCE PLAN (#005)10
Total 24Click 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#004

DR. RICHARD M. OAKLEY, D.D.S., CHARTERED 401K PROFIT SHARING PLAN

401k

Assets$4.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DR. RICHARD M. OAKLEY, D.D.S., CHARTERED CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004DR. RICHARD M. OAKLEY, D.D.S., CHARTERED 401K PROFIT SHARING PLAN401k$4.3M142025
005DR. RICHARD M. OAKLEY, D.D.S., CHARTERED CASH BALANCE PLANCashBalance$1.2M102024
Retirement plans
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