Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
JAMES G. KOKORELIS, DDS, PA
EIN 81-4076832Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$954K assets
Welfare
0
Participants
40
9010 HARFORD ROAD - PARKVILLE, MD 21201410-668-6540
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $954K assets / 40 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
JAMES G. KOKORELIS DDS PA 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$719K
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES G KOKORELIS DDS PA CASH BALANCE PLAN
CashBalance
Assets$234K
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES G. KOKORELIS DDS PA 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $719K | 26 | 2025 | |
| 002 | JAMES G KOKORELIS DDS PA CASH BALANCE PLAN | CashBalance | $234K | 14 | 2024 |
Retirement plans