Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW KATERAKIS DDS, LLC
EIN 81-2407116Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$896K assets
Welfare
0
Participants
13
1374 W MAIN ST - TROY, OH 453732552937-335-7754
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $896K assets / 13 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
ANDREW KATERAKIS DDS, LLC 401(K) PLAN
401k
Assets$554K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDREW KATERAKIS DDS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$342K
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 | |
|---|---|---|---|---|---|---|
| 001 | ANDREW KATERAKIS DDS, LLC 401(K) PLAN | 401k | $554K | 6 | 2024 | |
| 002 | ANDREW KATERAKIS DDS, LLC CASH BALANCE PENSION PLAN | CashBalance | $342K | 7 | 2024 |
Retirement plans