Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIRKLAND REDMOND ORTHODONTICS
EIN 81-1128163Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
3
$1.4M assets
Welfare
0
Participants
46
12819 120TH AVE NE, SUITE H - KIRKLAND, WA 98034206-755-5542
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.4M assets / 46 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
DAVIS 401(K) SAVINGS PLAN
401k
Assets$825K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY CASH BALANCE PENSION PLAN
CashBalance
Assets$547K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY RETIREMENT PLAN
ProfitSharing
Assets$23K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIS 401(K) SAVINGS PLAN | 401k | $825K | 25 | 2024 | |
| 003 | KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY CASH BALANCE PENSION PLAN | CashBalance | $547K | 10 | 2024 | |
| 002 | KIRKLAND REDMOND ORTHODONTICS, DAVIS FAMILY DENTISTRY RETIREMENT PLAN | ProfitSharing | $23K | 11 | 2024 |
Retirement plans