Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
SMITH ORTHODONTICS, P.A.
EIN 48-0928974medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
29
1230 N BROADMOOR STREET - WICHITA, KS 67206316-634-1230smithortho.ccLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 29 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
SMITH ORTHODONTICS, P.A. PROFIT SHARING PLAN
401k
Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SMITH ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$223K
Participants12
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 | SMITH ORTHODONTICS, P.A. PROFIT SHARING PLAN | 401k | $1.8M | 17 | 2024 | |
| 004 | SMITH ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $223K | 12 | 2024 |
Retirement plans