Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $2.1M assets / 53 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DAVIS 401(K) SAVINGS PLAN | 401(k) | $1.1M | 26 | 2025 |
| #003 | KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY CASH BALANCE PENSION PLAN | Cash balance | $889K | 13 | 2025 |
| #002 | KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY RETIREMENT PLAN | Profit-sharing | $102K | 14 | 2025 |