Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL C. KAZMER JR. DMD,MS,PA
EIN 56-2160494medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
25
3550 NW CARY PKWY STE 106 - CARY, NC 275137410919-468-6410kazmerperio.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 25 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
PAUL C KAZMER JR DMD MS INC 401 K PROFIT SHARING PLAN TRUST
401k
Assets$3.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PAUL C. KAZMER JR. DMD MS PA CASH BALANCE PLAN
CashBalance
Assets$645K
Participants10
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 | PAUL C KAZMER JR DMD MS INC 401 K PROFIT SHARING PLAN TRUST | 401k | $3.8M | 15 | 2025 | |
| 002 | PAUL C. KAZMER JR. DMD MS PA CASH BALANCE PLAN | CashBalance | $645K | 10 | 2025 |
Retirement plans