Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNETH J CAVALLARI DDS PC
EIN 54-1887747Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
32
984 FIRST COLONIAL ROAD, SUITE 350 - VIRGINIA BEACH, VA 23454757-412-0235drcavallari.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 32 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
KENNETH J. CAVALLARI, DDS, PC RETIREMENT PLAN
CashBalance
Assets$5.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KENNETH J CAVALLARI DDS PC EMPLOYEE SAVINGS RETIREMENT PLAN
401k
Assets$2.1M
Participants15
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 | KENNETH J. CAVALLARI, DDS, PC RETIREMENT PLAN | CashBalance | $5.0M | 17 | 2024 | |
| 003 | KENNETH J CAVALLARI DDS PC EMPLOYEE SAVINGS RETIREMENT PLAN | 401k | $2.1M | 15 | 2025 |
Retirement plans