Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
MICHAEL J. KUZMA, DDS, PA
EIN 56-2112632Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
26
3505 CONVERSE DRIVE, SUITE 100 - WILMINGTON, NC 28403910-392-6060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 26 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
MICHAEL J. KUZMA, DDS, PA 401(K) PLAN
401k
Assets$4.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL J. KUZMA, DDS, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.4M
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 | |
|---|---|---|---|---|---|---|
| 001 | MICHAEL J. KUZMA, DDS, PA 401(K) PLAN | 401k | $4.6M | 14 | 2025 | |
| 002 | MICHAEL J. KUZMA, DDS, P.A. CASH BALANCE PLAN | CashBalance | $1.4M | 12 | 2025 |
Retirement plans