Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIMBERLY A. DETTORI, D.D.S., M.S., P.A.
EIN 65-0509846Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
16
910 SE RIVERSIDE DR - STUART, FL 34994772-475-5322
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 16 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
KIMBERLY A. DETTORI, D.D.S., M.S., P.A RETIREMENT TRUST
401k
Assets$3.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KIMBERLY A. DETTORI, D.D.S., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.2M
Participants7
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 | KIMBERLY A. DETTORI, D.D.S., M.S., P.A RETIREMENT TRUST | 401k | $3.2M | 9 | 2024 | |
| 003 | KIMBERLY A. DETTORI, D.D.S., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $1.2M | 7 | 2024 |
Retirement plans