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Sponsor portfolio

KIM ORTHODONTICS LLC

EIN 61-1545814-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
14
1441 KAPIOLANI BOULEVARD, STE 1515 - HONOLULU, HI 96814808-941-9888kimbraces.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.0M - 8 part#002CashBalance-$875K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • ORTHODONTICS LLC 401(K) (#001)70%
  • CASH BALANCE PENSION (#002)30%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS LLC 401(K) (#001)8
  • CASH BALANCE PENSION (#002)6
Total 14Click 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#001

KIM ORTHODONTICS LLC 401(K) PLAN

401k

Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KIM ORTHODONTICS LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$875K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KIM ORTHODONTICS LLC 401(K) PLAN401k$2.0M82024
002KIM ORTHODONTICS LLC CASH BALANCE PENSION PLANCashBalance$875K62024
Retirement plans
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