Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILLIP A. KEMP, DDS, PLLC
EIN 62-1762264Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
49
5110 MARYLAND WAY, SUITE 190, SUITE 190 - BRENTWOOD, TN 37027615-373-2030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 49 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
PHILLIP A. KEMP, DDS, PLLC RETIREMENT SAVINGS PLAN
401k
Assets$1.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILLIP A. KEMP, DDS, PLLC CASH BALANCE PLAN
CashBalance
Assets$691K
Participants16
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 | PHILLIP A. KEMP, DDS, PLLC RETIREMENT SAVINGS PLAN | 401k | $1.2M | 33 | 2024 | |
| 002 | PHILLIP A. KEMP, DDS, PLLC CASH BALANCE PLAN | CashBalance | $691K | 16 | 2024 |
Retirement plans