Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACKLYN KURTH ORTHODONTICS INC.
EIN 82-1074559Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
42
1291 E. HILLSDALE BLVD. SUITE 200 - FOSTER CITY, CA 94404650-525-9440jacklynkurthorthodontics.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 42 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
JACKLYN KURTH ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JACKLYN KURTH ORTHODONTICS 401(K) PLAN
401k
Assets$1.8M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JACKLYN KURTH ORTHODONTICS CASH BALANCE PLAN | CashBalance | $2.0M | 16 | 2025 | |
| 001 | JACKLYN KURTH ORTHODONTICS 401(K) PLAN | 401k | $1.8M | 26 | 2025 |
Retirement plans